YL
MLM icon

YCG LLC’s Martin Marietta Materials MLM Stock Holding History

YCG LLC’s Portfolio MLM Stock Details MLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.2M Buy
31,544
+8,922
+39% +$5.29M 1.6% 25
2026
Q1 		$13.3M Buy
22,622
+2,113
+10% +$1.35M 1.21% 27
2025
Q4 		$12.8M Buy
20,509
+138
+0.7% +$85.8K 0.96% 34
2025
Q3 		$12.8M Buy
20,371
+961
+5% +$573K 0.96% 30
2025
Q2 		$10.7M Sell
19,410
-100
-0.5% -$52.9K 0.82% 29
2025
Q1 		$9.33M Buy
+19,510
New +$9.91M 0.73% 31

Other funds holding MLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

YCG LLC's MLM Position: Q2 2026 in Review

YCG LLC increased its Martin Marietta Materials (MLM) stake by 39% in Q2 2026, buying an estimated $5.29M and bringing the position to 31,544 shares worth $18.2M. The position accounts for 1.6% of the portfolio, ranked #25.

YCG LLC first reported a position in MLM in Q1 2025 and has held it in 6 quarters since. 1,066 funds tracked by Wall St. Rank hold MLM as of Q2 2026.

  • YCG LLC held 31,544 shares of Martin Marietta Materials worth $18.2M as of Q2 2026.
  • YCG LLC bought 8,922 Martin Marietta Materials shares in Q2 2026, an estimated $5.29M.
  • Martin Marietta Materials made up 1.6% of YCG LLC's portfolio in Q2 2026, its #25 holding.
  • YCG LLC first reported a position in Martin Marietta Materials in Q1 2025 and has held it in 6 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2026.

Based on YCG LLC's 13F filing for Q2 2026, filed 13 Aug 2026.