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 Q3	$995K	Sell	4,880 -133	-3%	-$29.8K	0.64%	33
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 $33.8B AUM 31.08% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Koa Wealth Management's WM Position: Q3 2026 in Review

Koa Wealth Management reduced its Waste Management (WM) stake by 2.7% in Q3 2026, selling an estimated $29.8K and leaving 4,880 shares worth $995K. The position accounts for 0.64% of the portfolio, ranked #33.

Koa Wealth Management first reported a position in WM in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.17M in Q4 2025. 1,001 funds tracked by Wall St. Rank hold WM as of Q3 2026.

Koa Wealth Management held 4,880 shares of Waste Management worth $995K as of Q3 2026.
Koa Wealth Management sold 133 Waste Management shares in Q3 2026, an estimated $29.8K.
Waste Management made up 0.64% of Koa Wealth Management's portfolio in Q3 2026, its #33 holding.
Koa Wealth Management first reported a position in Waste Management in Q1 2024 and has held it in 11 quarters since.
Koa Wealth Management's Waste Management position peaked at $1.17M in Q4 2025.
1,001 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.