Capital Advisors Ltd’s Vulcan Materials VMC Stock Holding History

Capital Advisors Ltd’s Portfolio VMC Stock Details VMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3K	Sell	11 -3	-21%	-$860	﹤0.01%	1079
2026 Q1	$4K	Buy	14 +3	+27%	+$883	﹤0.01%	1020
2025 Q4	$3K	Hold	11	–	–	﹤0.01%	1044
2025 Q3	$3K	Hold	11	–	–	﹤0.01%	1031
2025 Q2	$3K	Buy	11 +3	+38%	+$771	﹤0.01%	1025
2025 Q1	$2K	Hold	8	–	–	﹤0.01%	1100
2024 Q4	$2K	Hold	8	–	–	﹤0.01%	1121
2024 Q3	$2K	Hold	8	–	–	﹤0.01%	1116
2024 Q2	$2K	Sell	8 -1	-11%	-$258	﹤0.01%	1094
2024 Q1	$2K	Buy	9 +1	+13%	+$246	﹤0.01%	1087
2023 Q4	$2K	Hold	8	–	–	﹤0.01%	1060
2023 Q3	$2K	Hold	8	–	–	﹤0.01%	1051
2023 Q2	$2K	Sell	8 -1	-11%	-$192	﹤0.01%	1057
2023 Q1	$2K	Sell	9 -4	-31%	-$710	﹤0.01%	952
2022 Q4	$2K	Sell	13 -8	-38%	-$1.37K	﹤0.01%	912
2022 Q3	$3K	Buy	+21	New	+$3.41K	﹤0.01%	782
2022 Q1	–	Sell	-2	Closed	–	–	1219
2021 Q4	$0	Buy	+2	New	+$387	﹤0.01%	946

Other funds holding VMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital Advisors Ltd's VMC Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Vulcan Materials (VMC) stake by 21% in Q2 2026, selling an estimated $860 and leaving 11 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Capital Advisors Ltd first reported a position in VMC in Q4 2021 and has held it in 17 quarters since. The position peaked at $4K in Q1 2026. 1,061 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

Capital Advisors Ltd held 11 shares of Vulcan Materials worth $3K as of Q2 2026.
Capital Advisors Ltd sold 3 Vulcan Materials shares in Q2 2026, an estimated $860.
Vulcan Materials made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1079 holding.
Capital Advisors Ltd first reported a position in Vulcan Materials in Q4 2021 and has held it in 17 quarters since.
Capital Advisors Ltd's Vulcan Materials position peaked at $4K in Q1 2026.
1,061 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.