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Fidelity Puritan Fund shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Fidelity Puritan Fund (FPURX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Fidelity Puritan Fund

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

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Quarterly reported holdings in Fidelity Puritan Fund by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $33k 1.2k 26.63
2024-06-30 $32k 1.2k 25.93
2024-03-31 $31k 1.2k 25.22
2023-12-31 $28k 1.2k 22.78
2023-09-30 $26k 1.2k 22.18
2023-06-30 $26k 1.2k 22.28
2023-03-31 $25k 1.2k 21.51
2022-12-31 $23k 1.2k 19.79
2022-09-30 $22k 1.1k 20.64

More positions owned by Coston, McIsaac & Partners

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

View all positions for Coston, McIsaac & Partners

Top funds holding Fidelity Puritan Fund

Twin Capital Management
Notis-McConarty Edward
Ferguson Wellman Capital Management
Coston, McIsaac & Partners
Fairfield Financial Advisors

View all funds holding Fidelity Puritan Fund