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Parnassus Mid Cap Fund shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Parnassus Mid Cap Fund (PFPMX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Parnassus Mid Cap Fund

Tip: Access up to 7 years of quarterly data

All positions including Parnassus Mid Cap 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 Parnassus Mid Cap Fund by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $66k 1.6k 40.42
2023-12-31 $61k 1.6k 37.35
2023-09-30 $53k 1.6k 33.31
2023-06-30 $56k 1.6k 35.20
2023-03-31 $60k 1.8k 33.92
2022-12-31 $60k 1.8k 33.92
2022-09-30 $55k 1.7k 32.58

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 Parnassus Mid Cap Fund

Wintrust Financial Corporation
Coston, McIsaac & Partners
Richardson Financial Services
Financial Gravity Wealth
Tucker Asset Management

View all funds holding Parnassus Mid Cap Fund