ACM
COLD icon

Adelante Capital Management’s Americold COLD Stock Holding History

Adelante Capital Management’s Portfolio COLD Stock Details COLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.69M Buy
670,972
+671
+0.1% +$8.41K 0.53% 32
2025
Q4 		$8.62M Buy
670,301
+95,409
+17% +$1.17M 0.58% 32
2025
Q3 		$7.04M Buy
574,892
+105,481
+22% +$1.57M 0.47% 36
2025
Q2 		$7.81M Buy
469,411
+4,209
+0.9% +$76.3K 0.57% 36
2025
Q1 		$9.98M Buy
465,202
+23,710
+5% +$515K 0.76% 31
2024
Q4 		$9.45M Buy
441,492
+93,936
+27% +$2.27M 0.62% 30
2024
Q3 		$9.83M Buy
347,556
+321,712
+1,245% +$9.19M 0.63% 26
2024
Q2 		$661K Sell
25,844
-318,365
-92% -$7.8M 0.05% 39
2024
Q1 		$8.58M Buy
+344,209
New +$9.4M 0.56% 29
2020
Q2 		– Sell
-693,209
Closed -$23.6M – 40
2020
Q1 		$23.6M Sell
693,209
-374,947
-35% -$12.6M 1.5% 25
2019
Q4 		$37.4M Sell
1,068,156
-547,570
-34% -$20.1M 1.85% 23
2019
Q3 		$59.9M Sell
1,615,726
-285,585
-15% -$10M 2.92% 16
2019
Q2 		$61.6M Buy
1,901,311
+136,255
+8% +$4.32M 3.17% 14
2019
Q1 		$53.9M Buy
1,765,056
+527,424
+43% +$15.2M 2.64% 15
2018
Q4 		$31.6M Buy
1,237,632
+30,737
+3% +$789K 1.79% 22
2018
Q3 		$30.2M Buy
+1,206,895
New +$28M 1.7% 23

Other funds holding COLD

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Adelante Capital Management's COLD Position: Q1 2026 in Review

Adelante Capital Management increased its Americold (COLD) stake by 0.1% in Q1 2026, buying an estimated $8.41K and bringing the position to 670,972 shares worth $7.69M. The position accounts for 0.53% of the portfolio, ranked #32.

Adelante Capital Management first reported a position in COLD in Q3 2018 and has held it in 16 quarters since. The position peaked at $61.6M in Q2 2019. 399 funds tracked by Wall St. Rank hold COLD as of Q1 2026.

  • Adelante Capital Management held 670,972 shares of Americold worth $7.69M as of Q1 2026.
  • Adelante Capital Management bought 671 Americold shares in Q1 2026, an estimated $8.41K.
  • Americold made up 0.53% of Adelante Capital Management's portfolio in Q1 2026, its #32 holding.
  • Adelante Capital Management first reported a position in Americold in Q3 2018 and has held it in 16 quarters since.
  • Adelante Capital Management's Americold position peaked at $61.6M in Q2 2019.
  • 399 funds tracked by Wall St. Rank held Americold as of Q1 2026.

Based on Adelante Capital Management's 13F filing for Q1 2026, filed 18 May 2026.