Retirement Planning Company of New England’s Americold COLD Stock Holding History

Retirement Planning Company of New England’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	$623K	Buy	39,646 +2,847	+8%	+$39.1K	0.22%	122
2026 Q1	$422K	Buy	36,799 +5,444	+17%	+$68.2K	0.17%	148
2025 Q4	$403K	Buy	31,355 +10,767	+52%	+$132K	0.16%	149
2025 Q3	$252K	Buy	20,588 +10,113	+97%	+$151K	0.1%	209
2025 Q2	$174K	Buy	+10,475	New	+$190K	0.08%	228
2022 Q1	–	Sell	-649	Closed	-$21K	–	340
2021 Q4	$21K	Buy	+649	New	+$20.1K	0.01%	523

Other funds holding COLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Retirement Planning Company of New England's COLD Position: Q2 2026 in Review

Retirement Planning Company of New England increased its Americold (COLD) stake by 7.7% in Q2 2026, buying an estimated $39.1K and bringing the position to 39,646 shares worth $623K. The position accounts for 0.22% of the portfolio, ranked #122.

Retirement Planning Company of New England first reported a position in COLD in Q4 2021 and has held it in 6 quarters since. 204 funds tracked by Wall St. Rank hold COLD as of Q2 2026.

Retirement Planning Company of New England held 39,646 shares of Americold worth $623K as of Q2 2026.
Retirement Planning Company of New England bought 2,847 Americold shares in Q2 2026, an estimated $39.1K.
Americold made up 0.22% of Retirement Planning Company of New England's portfolio in Q2 2026, its #122 holding.
Retirement Planning Company of New England first reported a position in Americold in Q4 2021 and has held it in 6 quarters since.
204 funds tracked by Wall St. Rank held Americold as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.