SCHEDULE: FMR LLC, Abigail Johnson Disclose 6.2% Stake in Americold Realty

Sentiment:

Beneficial Ownership Disclosure 5 November 2025 11:26 AM

FMR LLC and its Chairman and CEO, Abigail P. Johnson, have disclosed a 6.2% beneficial ownership stake in Americold Realty Trust as of September 30, 2025.

Summary

FMR LLC and Abigail P. Johnson jointly reported beneficial ownership of 17,581,936.96 shares of Americold Realty Trust common stock.
This ownership represents 6.2% of the total outstanding common stock of Americold Realty Trust.
FMR LLC holds sole voting power over 17,210,204.00 shares and sole dispositive power over 17,581,936.96 shares.
Abigail P. Johnson holds sole dispositive power over 17,581,936.96 shares, with no sole voting power.
The shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.
This filing is an Amendment No. 2 to a Schedule 13G, indicating a previous filing of beneficial ownership.

Sentiment

Score: 7

Explanation: The filing indicates a substantial and stable beneficial ownership by FMR LLC and its CEO, Abigail P. Johnson, in Americold Realty Trust. This suggests continued institutional confidence in the company, without any indication of activist intent, which is generally a positive signal, though it is a routine disclosure.

Positives

A significant institutional investor, FMR LLC (Fidelity), maintains a substantial 6.2% stake in Americold Realty Trust, indicating continued confidence in the company.
The beneficial ownership by Abigail P. Johnson, a prominent figure and CEO of FMR LLC, aligns her interests with the company's performance.
The filing explicitly states the shares are held in the ordinary course of business and not for influencing control, suggesting a passive investment stance and stability in the shareholder base.

Risks

No specific risks related to Americold Realty Trust's operations or financial health are mentioned in this ownership disclosure filing.
The filing does not indicate any intent by the reporting persons to change or influence control of the issuer, mitigating potential activist investor risks.

Corporate Governance

Change Type	Description	Effective Date	Impact Assessment
Shareholder Voting Agreement	Members of the Johnson family, including Abigail P. Johnson, who are predominant owners of Series B voting common shares of FMR LLC (representing 49% of voting power), have entered into a shareholders' voting agreement. All Series B voting common shares will be voted in accordance with the majority vote of Series B voting common shares.	N/A	This agreement centralizes voting control for Series B shares within the Johnson family group, potentially solidifying their influence over FMR LLC's decisions, including those related to its investments.

Stakeholder Impact

Shareholders: The disclosure of a significant, passive institutional stake by FMR LLC and Abigail P. Johnson may reassure existing shareholders and potentially attract new investors, signaling institutional confidence.
Management: The stable ownership by a major institutional investor without activist intent provides management with a degree of stability regarding their shareholder base.

Key Dates

Date	Description
2023-01-03	Effective date of Power of Attorney for FMR LLC.
2023-01-10	Date of Schedule 13G filing by FMR LLC where Power of Attorney was incorporated by reference.
2023-01-26	Effective date of Power of Attorney for Abigail P. Johnson.
2023-01-31	Date of Schedule 13G filing by FMR LLC where Abigail P. Johnson's Power of Attorney was incorporated by reference.
2025-09-30	Date of event which requires filing of this statement (ownership snapshot date).
2025-11-04	Date of filing of this Schedule 13G Amendment No. 2.

Recommendation

hold

This Schedule 13G filing primarily discloses a significant, passive ownership stake by FMR LLC and Abigail P. Johnson in Americold Realty Trust. While the continued institutional interest is a positive signal, the filing itself does not contain new financial performance data, strategic shifts, or other information that would warrant a change in investment recommendation. It confirms a stable, long-term institutional presence, suggesting a 'hold' position for investors who already have a thesis on Americold Realty Trust, pending further operational or financial updates.

Keywords

Americold Realty Trust, FMR LLC, Abigail P. Johnson, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, Real Estate Investment Trust, REIT, Fidelity

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