Koa Wealth Management’s Waste Management WM Stock Holding History

Koa Wealth Management’s Portfolio WM Stock Details WM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.12M	Hold	5,013	–	–	0.76%	34
2026 Q1	$1.15M	Sell	5,013 -322	-6%	-$74K	0.83%	32
2025 Q4	$1.17M	Buy	5,335 +1,536	+40%	+$327K	0.8%	31
2025 Q3	$839K	Buy	3,799 +18	+0.5%	+$4.05K	0.62%	39
2025 Q2	$865K	Sell	3,781 -10	-0.3%	-$2.32K	0.69%	36
2025 Q1	$878K	Sell	3,791 -40	-1%	-$8.86K	0.71%	35
2024 Q4	$773K	Sell	3,831 -15	-0.4%	-$3.22K	0.63%	36
2024 Q3	$798K	Buy	3,846 +2,871	+294%	+$599K	0.62%	36
2024 Q2	$208K	Hold	975	–	–	0.18%	47
2024 Q1	$208K	Buy	+975	New	+$192K	0.19%	46

Other funds holding WM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Koa Wealth Management's WM Position: Q2 2026 in Review

Koa Wealth Management held its Waste Management (WM) position steady in Q2 2026 at 5,013 shares worth $1.12M. The position accounts for 0.76% of the portfolio, ranked #34.

Koa Wealth Management first reported a position in WM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.17M in Q4 2025. 1,031 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Koa Wealth Management held 5,013 shares of Waste Management worth $1.12M as of Q2 2026.
Koa Wealth Management left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.76% of Koa Wealth Management's portfolio in Q2 2026, its #34 holding.
Koa Wealth Management first reported a position in Waste Management in Q1 2024 and has held it in 10 quarters since.
Koa Wealth Management's Waste Management position peaked at $1.17M in Q4 2025.
1,031 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.