Creative Planning
COLD icon

Creative Planning’s Americold COLD Stock Holding History

Creative Planning’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
Q2 		$3.11M Buy
198,013
+50,047
+34% +$687K ﹤0.01% 1751
2026
Q1 		$1.7M Sell
147,966
-84,823
-36% -$1.06M ﹤0.01% 2037
2025
Q4 		$2.99M Buy
232,789
+105,133
+82% +$1.29M ﹤0.01% 1380
2025
Q3 		$1.56M Buy
127,656
+69,083
+118% +$1.03M ﹤0.01% 1743
2025
Q2 		$974K Buy
58,573
+12,004
+26% +$218K ﹤0.01% 1866
2025
Q1 		$999K Buy
46,569
+670
+1% +$14.6K ﹤0.01% 1717
2024
Q4 		$1.33M Buy
45,899
+27,778
+153% +$672K ﹤0.01% 1427
2024
Q3 		$526K Buy
18,121
+39
+0.2% +$1.11K ﹤0.01% 2064
2024
Q2 		$462K Buy
+18,082
New +$443K ﹤0.01% 2003
2024
Q1 		– Sell
-13,457
Closed -$407K – 2943
2023
Q4 		$407K Buy
13,457
+6,799
+102% +$190K ﹤0.01% 1850
2023
Q3 		$202K Buy
+6,658
New +$215K ﹤0.01% 2234

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

Creative Planning's COLD Position: Q2 2026 in Review

Creative Planning increased its Americold (COLD) stake by 34% in Q2 2026, buying an estimated $687K and bringing the position to 198,013 shares worth $3.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

Creative Planning first reported a position in COLD in Q3 2023 and has held it in 11 quarters since. 411 funds tracked by Wall St. Rank hold COLD as of Q2 2026.

  • Creative Planning held 198,013 shares of Americold worth $3.11M as of Q2 2026.
  • Creative Planning bought 50,047 Americold shares in Q2 2026, an estimated $687K.
  • Americold made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1751 holding.
  • Creative Planning first reported a position in Americold in Q3 2023 and has held it in 11 quarters since.
  • 411 funds tracked by Wall St. Rank held Americold as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.