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New World shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of New World (NEWFX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in New World

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

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Quarterly reported holdings in New World by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $126k 1.5k 85.37
2024-06-30 $124k 1.5k 80.10
2024-03-31 $122k 1.5k 78.81
2023-12-31 $116k 1.5k 74.94
2023-09-30 $107k 1.5k 70.44
2023-06-30 $112k 1.5k 73.73
2023-03-31 $107k 1.5k 70.44
2022-12-31 $100k 1.5k 65.83
2022-09-30 $115k 1.9k 60.56

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 New World

Coston, McIsaac & Partners
Tucker Asset Management
Alpine Bank Wealth Management

View all funds holding New World