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Fundamental Invs shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Fundamental Invs (ANCFX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Fundamental Invs

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All positions including Fundamental Invs held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundamental Invs by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $955k 12k 79.52
2023-12-31 $857k 12k 71.48
2023-09-30 $757k 12k 65.69
2023-06-30 $780k 12k 67.81
2023-03-31 $723k 11k 63.57
2022-12-31 $683k 11k 60.18
2022-09-30 $618k 11k 55.50

More positions owned by Coston, McIsaac & Partners

Dfa Global Equity I Equity Funds (DGEIX)
Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Berkshire Hathaway Class B Common Stock (BRK.B)
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)
Williams Sonoma Common Stock (WSM)
Proshares S&p 500 Div Aristocrat Etf Uit Exchange Traded (NOBL)
Apple Common Stock (AAPL)
Vanguard Ftse All World Ex Us Etf Uit Exchange Traded (VEU)
Walmart Common Stock (WMT)
Procter & Gamble Common Stock (PG)
Pepsico Common Stock (PEP)
Mcdonalds Corp Common Stock (MCD)
The Coca-cola Common Stock (KO)
Ingredion Common Stock (INGR)
Johnson & Johnson Common Stock (JNJ)

View all positions for Coston, McIsaac & Partners

Top funds holding Fundamental Invs

Coston, McIsaac & Partners
Amarillo National Bank
Dividend Growth Advisors
Ferguson Wellman Capital Management
North Star Asset Management
Fulton Bank, NA
Tucker Asset Management
Livelsberger Financial Advisory
Game Plan Financial Advisors
Main Street Group

View all funds holding Fundamental Invs