Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Americold COLD Stock Holding History

Carson Wealth (CWM LLC)’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 		$217K Buy
18,894
+11,907
+170% +$149K ﹤0.01% 2672
2025
Q4 		$90K Buy
6,987
+1,580
+29% +$19.4K ﹤0.01% 3146
2025
Q3 		$66K Sell
5,407
-19,268
-78% -$287K ﹤0.01% 3299
2025
Q2 		$410K Buy
24,675
+13,115
+113% +$238K ﹤0.01% 1685
2025
Q1 		$248K Buy
11,560
+7,051
+156% +$153K ﹤0.01% 1786
2024
Q4 		$96K Sell
4,509
-37,350
-89% -$904K ﹤0.01% 2304
2024
Q3 		$1.18M Buy
41,859
+21,457
+105% +$613K 0.01% 930
2024
Q2 		$521K Buy
20,402
+17,042
+507% +$418K ﹤0.01% 1178
2024
Q1 		$84K Buy
3,360
+759
+29% +$20.7K ﹤0.01% 1980
2023
Q4 		$79K Sell
2,601
-156
-6% -$4.36K ﹤0.01% 1892
2023
Q3 		$84K Buy
2,757
+162
+6% +$5.24K ﹤0.01% 1735
2023
Q2 		$84K Sell
2,595
-30
-1% -$893 ﹤0.01% 1657
2023
Q1 		$75K Buy
2,625
+138
+6% +$4.12K ﹤0.01% 1641
2022
Q4 		$70K Buy
2,487
+2,240
+907% +$60.3K ﹤0.01% 1538
2022
Q3 		$6K Buy
247
+90
+57% +$2.72K ﹤0.01% 2954
2022
Q2 		$5K Buy
157
+74
+89% +$2.06K ﹤0.01% 2950
2022
Q1 		$2K Buy
83
+12
+17% +$337 ﹤0.01% 3147
2021
Q4 		$2K Buy
+71
New +$2.19K ﹤0.01% 3100
2021
Q2 		$2K Hold
65
– – ﹤0.01% 2629
2021
Q1 		$2K Hold
65
– – ﹤0.01% 2629
2020
Q4 		$2K Hold
65
– – ﹤0.01% 2628
2020
Q3 		$2K Hold
65
– – ﹤0.01% 2628
2020
Q2 		$2K Hold
65
– – ﹤0.01% 2627
2020
Q1 		$2K Hold
65
– – ﹤0.01% 2627
2019
Q4 		$2K Hold
65
– – ﹤0.01% 2627
2019
Q3 		$2K Hold
65
– – ﹤0.01% 2627
2019
Q2 		$2K Hold
65
– – ﹤0.01% 2627
2019
Q1 		$2K Buy
+65
New +$1.87K ﹤0.01% 2626

Other funds holding COLD

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

Carson Wealth (CWM LLC)'s COLD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Americold (COLD) stake by 170% in Q1 2026, buying an estimated $149K and bringing the position to 18,894 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #2672.

Carson Wealth (CWM LLC) first reported a position in COLD in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.18M in Q3 2024. 399 funds tracked by Wall St. Rank hold COLD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,894 shares of Americold worth $217K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11,907 Americold shares in Q1 2026, an estimated $149K.
  • Americold made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2672 holding.
  • Carson Wealth (CWM LLC) first reported a position in Americold in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Americold position peaked at $1.18M in Q3 2024.
  • 399 funds tracked by Wall St. Rank held Americold as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.