Cornerstone Planning Group
COLD icon

Cornerstone Planning Group’s Americold COLD Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-72
Closed -$1.1K – 469
2026
Q2 		$1.1K Sell
72
-113
-61% -$1.55K ﹤0.01% 1475
2026
Q1 		$2.22K Sell
185
-51
-22% -$639 ﹤0.01% 1280
2025
Q4 		$2.9K Buy
236
+13
+6% +$159 ﹤0.01% 1112
2025
Q3 		$2.83K Buy
223
+30
+16% +$447 ﹤0.01% 1094
2025
Q2 		$3.17K Sell
193
-267
-58% -$4.84K ﹤0.01% 835
2025
Q1 		$9.28K Buy
460
+239
+108% +$5.2K ﹤0.01% 593
2024
Q4 		$4.94K Sell
221
-2
-0.9% -$48 ﹤0.01% 580
2024
Q3 		$5.74K Sell
223
-78
-26% -$2.23K ﹤0.01% 542
2024
Q2 		$8.76K Sell
301
-49
-14% -$1.2K ﹤0.01% 471
2024
Q1 		$7.94K Buy
350
+1
+0.3% +$27 ﹤0.01% 447
2023
Q4 		$10.6K Sell
349
-7
-2% -$196 ﹤0.01% 420
2023
Q3 		$10.8K Hold
356
– – ﹤0.01% 409
2023
Q2 		$11.5K Buy
+356
New +$10.6K ﹤0.01% 599
2022
Q4 		$5.75K Buy
+189
New +$5.09K ﹤0.01% 826

Other funds holding COLD

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Pensionfund DSM Netherlands
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Cornerstone Planning Group's COLD Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Americold (COLD) in Q3 2026, closing a stake of 72 shares — an estimated $1.1K sold.

Cornerstone Planning Group first reported a position in COLD in Q4 2022 and held it in 14 quarters. The position peaked at $11.5K in Q2 2023. 60 funds tracked by Wall St. Rank hold COLD as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Americold position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 72 Americold shares in Q3 2026, an estimated $1.1K.
  • Cornerstone Planning Group first reported a position in Americold in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Americold position peaked at $11.5K in Q2 2023.
  • 60 funds tracked by Wall St. Rank held Americold as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.