Diversify Advisory Services’s Americold COLD Stock Holding History

Diversify Advisory Services’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	$1.48M	Buy	106,004 +43,293	+69%	+$644K	0.02%	540
2026 Q2	$917K	Buy	62,711 +4,866	+8%	+$66.8K	0.02%	662
2026 Q1	$694K	Buy	+57,845	New	+$725K	0.11%	95

Other funds holding COLD

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return

Diversify Advisory Services's COLD Position: Q3 2026 in Review

Diversify Advisory Services increased its Americold (COLD) stake by 69% in Q3 2026, buying an estimated $644K and bringing the position to 106,004 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #540.

Diversify Advisory Services first reported a position in COLD in Q1 2026 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold COLD as of Q3 2026.

Diversify Advisory Services held 106,004 shares of Americold worth $1.48M as of Q3 2026.
Diversify Advisory Services bought 43,293 Americold shares in Q3 2026, an estimated $644K.
Americold made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #540 holding.
Diversify Advisory Services first reported a position in Americold in Q1 2026 and has held it in 3 quarters since.
49 funds tracked by Wall St. Rank held Americold as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.