Dynamic Wealth Strategies’s Americold COLD Stock Holding History

Dynamic Wealth Strategies’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	-3	Closed	-$47	–	300
2026 Q2	$47	Sell	3 -800	-100%	-$11K	﹤0.01%	291
2026 Q1	$9.2K	Sell	803 -70	-8%	-$877	0.01%	232
2025 Q4	$11.2K	Hold	873	–	–	0.01%	204
2025 Q3	$10.7K	Hold	873	–	–	0.01%	200
2025 Q2	$14.5K	Sell	873 -802	-48%	-$14.5K	0.01%	183
2025 Q1	$35.9K	Buy	+1,675	New	+$36.4K	0.03%	147
2024 Q4	–	Sell	-1,587	Closed	-$45K	–	99
2024 Q3	$45K	Buy	1,587 +1,009	+175%	+$28.8K	0.04%	129
2024 Q2	$15K	Buy	578 +10	+2%	+$245	0.01%	174
2024 Q1	$14K	Buy	568 +8	+1%	+$218	0.01%	185
2023 Q4	$17K	Buy	+560	New	+$15.7K	0.02%	180

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 Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

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

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 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

Dynamic Wealth Strategies's COLD Position: Q3 2026 in Review

Dynamic Wealth Strategies sold out of Americold (COLD) in Q3 2026, closing a stake of 3 shares — an estimated $47 sold.

Dynamic Wealth Strategies first reported a position in COLD in Q4 2023 and held it in 10 quarters. The position peaked at $45K in Q3 2024. 53 funds tracked by Wall St. Rank hold COLD as of Q3 2026.

Dynamic Wealth Strategies reported no remaining Americold position as of Q3 2026 after selling out during the quarter.
Dynamic Wealth Strategies sold 3 Americold shares in Q3 2026, an estimated $47.
Dynamic Wealth Strategies first reported a position in Americold in Q4 2023 and held it in 10 quarters.
Dynamic Wealth Strategies's Americold position peaked at $45K in Q3 2024.
53 funds tracked by Wall St. Rank held Americold as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.