KPP Advisory Services’s Waste Management WM Stock Holding History

KPP Advisory Services’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	$337K	Sell	1,513 -917	-38%	-$204K	0.04%	285
2026 Q1	$558K	Buy	2,430 +10	+0.4%	+$2.3K	0.08%	200
2025 Q4	$532K	Sell	2,420 -19	-0.8%	-$4.05K	0.08%	197
2025 Q3	$539K	Buy	2,439 +67	+3%	+$15.1K	0.08%	196
2025 Q2	$543K	Sell	2,372 -14	-0.6%	-$3.25K	0.09%	182
2025 Q1	$552K	Sell	2,386 -11	-0.5%	-$2.44K	0.1%	160
2024 Q4	$484K	Sell	2,397 -25	-1%	-$5.37K	0.11%	147
2024 Q3	$503K	Hold	2,422	–	–	0.12%	143
2024 Q2	$517K	Sell	2,422 -33	-1%	-$6.86K	0.14%	129
2024 Q1	$523K	Sell	2,455 -20	-0.8%	-$3.93K	0.14%	127
2023 Q4	$443K	Sell	2,475 -1,124	-31%	-$188K	0.39%	62
2023 Q3	$549K	Buy	+3,599	New	+$582K	0.18%	100

Other funds holding WM

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

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

KPP Advisory Services's WM Position: Q2 2026 in Review

KPP Advisory Services reduced its Waste Management (WM) stake by 38% in Q2 2026, selling an estimated $204K and leaving 1,513 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #285.

KPP Advisory Services first reported a position in WM in Q3 2023 and has held it in 12 quarters since. The position peaked at $558K in Q1 2026. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

KPP Advisory Services held 1,513 shares of Waste Management worth $337K as of Q2 2026.
KPP Advisory Services sold 917 Waste Management shares in Q2 2026, an estimated $204K.
Waste Management made up 0.04% of KPP Advisory Services's portfolio in Q2 2026, its #285 holding.
KPP Advisory Services first reported a position in Waste Management in Q3 2023 and has held it in 12 quarters since.
KPP Advisory Services's Waste Management position peaked at $558K in Q1 2026.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.