Cohen Klingenstein’s Vulcan Materials VMC Stock Holding History

Cohen Klingenstein’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 Q3	$5.07M	Sell	20,728 -780	-4%	-$212K	0.14%	67
2026 Q2	$6.35M	Hold	21,508	–	–	0.18%	62
2026 Q1	$5.86M	Hold	21,508	–	–	0.19%	59
2025 Q4	$6.13M	Sell	21,508 -260	-1%	-$76.3K	0.19%	60
2025 Q3	$6.7M	Hold	21,768	–	–	0.21%	57
2025 Q2	$5.68M	Hold	21,768	–	–	0.19%	65
2025 Q1	$5.08M	Hold	21,768	–	–	0.18%	65
2024 Q4	$5.6M	Sell	21,768 -9,500	-30%	-$2.55M	0.19%	62
2024 Q3	$7.83M	Hold	31,268	–	–	0.27%	56
2024 Q2	$7.78M	Hold	31,268	–	–	0.28%	56
2024 Q1	$8.53M	Hold	31,268	–	–	0.32%	51
2023 Q4	$7.1M	Hold	31,268	–	–	0.29%	55
2023 Q3	$6.32M	Hold	31,268	–	–	0.29%	58
2023 Q2	$7.05M	Sell	31,268 -1,658	-5%	-$318K	0.31%	53
2023 Q1	$5.65M	Sell	32,926 -3,000	-8%	-$533K	0.27%	69
2022 Q4	$6.29M	Sell	35,926 -374	-1%	-$64K	0.32%	58
2022 Q3	$5.72M	Hold	36,300	–	–	0.3%	59
2022 Q2	$5.16M	Hold	36,300	–	–	0.26%	70
2022 Q1	$6.67M	Hold	36,300	–	–	0.28%	62
2021 Q4	$7.54M	Sell	36,300 -11,916	-25%	-$2.31M	0.3%	58
2021 Q3	$8.16M	Sell	48,216 -10,842	-18%	-$1.94M	0.36%	56
2021 Q2	$10.3M	Hold	59,058	–	–	0.44%	48
2021 Q1	$10M	Hold	59,058	–	–	0.46%	44
2020 Q4	$8.76M	Hold	59,058	–	–	0.44%	48
2020 Q3	$8M	Hold	59,058	–	–	0.45%	49
2020 Q2	$6.84M	Hold	59,058	–	–	0.42%	54
2020 Q1	$6.38M	Hold	59,058	–	–	0.47%	48
2019 Q4	$8.5M	Hold	59,058	–	–	0.49%	48
2019 Q3	$8.93M	Buy	59,058 +13,100	+29%	+$1.85M	0.56%	40
2019 Q2	$6.31M	Sell	45,958 -13,316	-22%	-$1.7M	0.45%	53
2019 Q1	$7.02M	Buy	+59,274	New	+$6.4M	0.49%	48

Other funds holding VMC

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Cohen Klingenstein's VMC Position: Q3 2026 in Review

Cohen Klingenstein reduced its Vulcan Materials (VMC) stake by 3.6% in Q3 2026, selling an estimated $212K and leaving 20,728 shares worth $5.07M. The position accounts for 0.14% of the portfolio, ranked #67.

Cohen Klingenstein first reported a position in VMC in Q1 2019 and has held it in 31 quarters since. The position peaked at $10.3M in Q2 2021. 504 funds tracked by Wall St. Rank hold VMC as of Q3 2026.

Cohen Klingenstein held 20,728 shares of Vulcan Materials worth $5.07M as of Q3 2026.
Cohen Klingenstein sold 780 Vulcan Materials shares in Q3 2026, an estimated $212K.
Vulcan Materials made up 0.14% of Cohen Klingenstein's portfolio in Q3 2026, its #67 holding.
Cohen Klingenstein first reported a position in Vulcan Materials in Q1 2019 and has held it in 31 quarters since.
Cohen Klingenstein's Vulcan Materials position peaked at $10.3M in Q2 2021.
504 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2026.

Based on Cohen Klingenstein's 13F filing for Q3 2026, filed 15 Oct 2026.