Trifecta Capital Advisors’s Vulcan Materials VMC Stock Holding History

Trifecta Capital Advisors’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	$34.5K	Sell	141 -2	-1%	-$544	﹤0.01%	198
2026 Q2	$42.2K	Sell	143 -98	-41%	-$28.1K	0.01%	195
2026 Q1	$65.6K	Sell	241 -260	-52%	-$76.5K	0.01%	170
2025 Q4	$143K	Sell	501 -9	-2%	-$2.64K	0.02%	122
2025 Q3	$157K	Hold	510	–	–	0.02%	124
2025 Q2	$133K	Buy	510 +460	+920%	+$118K	0.02%	130
2025 Q1	$11.7K	Buy	50 +41	+456%	+$10.4K	﹤0.01%	210
2024 Q4	$2.32K	Hold	9	–	–	﹤0.01%	290
2024 Q3	$2.25K	Hold	9	–	–	﹤0.01%	296
2024 Q2	$2.24K	Hold	9	–	–	﹤0.01%	299
2024 Q1	$2.46K	Hold	9	–	–	﹤0.01%	287
2023 Q4	$2.04K	Hold	9	–	–	﹤0.01%	327
2023 Q3	$1.82K	Hold	9	–	–	﹤0.01%	319
2023 Q2	$2.03K	Hold	9	–	–	﹤0.01%	306
2023 Q1	$1.54K	Hold	9	–	–	﹤0.01%	328
2022 Q4	$1.58K	Buy	+9	New	+$1.54K	﹤0.01%	338

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

Trifecta Capital Advisors's VMC Position: Q3 2026 in Review

Trifecta Capital Advisors reduced its Vulcan Materials (VMC) stake by 1.4% in Q3 2026, selling an estimated $544 and leaving 141 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

Trifecta Capital Advisors first reported a position in VMC in Q4 2022 and has held it in 16 quarters since. The position peaked at $157K in Q3 2025. 551 funds tracked by Wall St. Rank hold VMC as of Q3 2026.

Trifecta Capital Advisors held 141 shares of Vulcan Materials worth $34.5K as of Q3 2026.
Trifecta Capital Advisors sold 2 Vulcan Materials shares in Q3 2026, an estimated $544.
Vulcan Materials made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #198 holding.
Trifecta Capital Advisors first reported a position in Vulcan Materials in Q4 2022 and has held it in 16 quarters since.
Trifecta Capital Advisors's Vulcan Materials position peaked at $157K in Q3 2025.
551 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.