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Kestra Investment Management’s Vulcan Materials VMC Stock Holding History

Kestra Investment Management’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
2025
Q2 		– Sell
-699
Closed -$163K – 972
2025
Q1 		$163K Sell
699
-1,020
-59% -$259K 0.01% 387
2024
Q4 		$442K Sell
1,719
-1,724
-50% -$464K 0.02% 248
2024
Q3 		$862K Buy
+3,443
New +$855K 0.04% 141

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kestra Investment Management's VMC Position: Q2 2025 in Review

Kestra Investment Management sold out of Vulcan Materials (VMC) in Q2 2025, closing a stake of 699 shares — an estimated $163K sold.

Kestra Investment Management first reported a position in VMC in Q3 2024 and held it in 3 quarters. The position peaked at $862K in Q3 2024. 961 funds tracked by Wall St. Rank hold VMC as of Q2 2025.

  • Kestra Investment Management reported no remaining Vulcan Materials position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 699 Vulcan Materials shares in Q2 2025, an estimated $163K.
  • Kestra Investment Management first reported a position in Vulcan Materials in Q3 2024 and held it in 3 quarters.
  • Kestra Investment Management's Vulcan Materials position peaked at $862K in Q3 2024.
  • 961 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.