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YCG LLC’s Vulcan Materials VMC Stock Holding History

YCG LLC’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
Q2 		$20.3M Buy
68,848
+25,272
+58% +$7.24M 1.79% 22
2026
Q1 		$11.9M Sell
43,576
-1,474
-3% -$434K 1.07% 29
2025
Q4 		$12.8M Buy
45,050
+4,080
+10% +$1.2M 0.97% 33
2025
Q3 		$12.6M Buy
40,970
+1,107
+3% +$314K 0.95% 31
2025
Q2 		$10.4M Sell
39,863
-205
-0.5% -$52.7K 0.8% 30
2025
Q1 		$9.35M Buy
+40,068
New +$10.2M 0.73% 30

Other funds holding VMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

YCG LLC's VMC Position: Q2 2026 in Review

YCG LLC increased its Vulcan Materials (VMC) stake by 58% in Q2 2026, buying an estimated $7.24M and bringing the position to 68,848 shares worth $20.3M. The position accounts for 1.79% of the portfolio, ranked #22.

YCG LLC first reported a position in VMC in Q1 2025 and has held it in 6 quarters since. 1,061 funds tracked by Wall St. Rank hold VMC as of Q2 2026.

  • YCG LLC held 68,848 shares of Vulcan Materials worth $20.3M as of Q2 2026.
  • YCG LLC bought 25,272 Vulcan Materials shares in Q2 2026, an estimated $7.24M.
  • Vulcan Materials made up 1.79% of YCG LLC's portfolio in Q2 2026, its #22 holding.
  • YCG LLC first reported a position in Vulcan Materials in Q1 2025 and has held it in 6 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Vulcan Materials as of Q2 2026.

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