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
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

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $4.69B AUM 19.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return