United Capital Financial Advisors’s Americold COLD Stock Holding History

United Capital Financial Advisors’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	$196K	Sell	12,499 -7,150	-36%	-$98.1K	﹤0.01%	1558
2026 Q1	$225K	Buy	19,649 +8,121	+70%	+$102K	﹤0.01%	1505
2025 Q4	$148K	Buy	+11,528	New	+$141K	﹤0.01%	1339
2020 Q2	–	Sell	-19,800	Closed	-$674K	–	1199
2020 Q1	$674K	Sell	19,800 -1,814	-8%	-$60.7K	0.01%	721
2019 Q4	$758K	Buy	21,614 +1,065	+5%	+$39.2K	﹤0.01%	873
2019 Q3	$762K	Buy	20,549 +2,006	+11%	+$70.6K	0.01%	827
2019 Q2	$601K	Buy	18,543 +1,807	+11%	+$57.3K	﹤0.01%	980
2019 Q1	$511K	Buy	16,736 +5,920	+55%	+$170K	﹤0.01%	973
2018 Q4	$272K	Buy	+10,816	New	+$277K	﹤0.01%	1098

Other funds holding COLD

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

United Capital Financial Advisors's COLD Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Americold (COLD) stake by 36% in Q2 2026, selling an estimated $98.1K and leaving 12,499 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

United Capital Financial Advisors first reported a position in COLD in Q4 2018 and has held it in 9 quarters since. The position peaked at $762K in Q3 2019. 412 funds tracked by Wall St. Rank hold COLD as of Q2 2026.

United Capital Financial Advisors held 12,499 shares of Americold worth $196K as of Q2 2026.
United Capital Financial Advisors sold 7,150 Americold shares in Q2 2026, an estimated $98.1K.
Americold made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1558 holding.
United Capital Financial Advisors first reported a position in Americold in Q4 2018 and has held it in 9 quarters since.
United Capital Financial Advisors's Americold position peaked at $762K in Q3 2019.
412 funds tracked by Wall St. Rank held Americold as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.