2Xideas’s Waste Connections WCN Stock Holding History

2Xideas’s Portfolio WCN Stock Details WCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.62M	Sell	9,966 -14,898	-60%	-$2.48M	0.63%	38
2025 Q4	$4.36M	Sell	24,864 -5,881	-19%	-$1.02M	1.22%	21
2025 Q3	$5.4M	Sell	30,745 -8,229	-21%	-$1.5M	1.14%	28
2025 Q2	$7.28M	Buy	38,974 +6,234	+19%	+$1.2M	1.25%	27
2025 Q1	$6.39M	Sell	32,740 -37,452	-53%	-$6.93M	0.97%	42
2024 Q4	$12M	Buy	70,192 +26,437	+60%	+$4.8M	1.61%	26
2024 Q3	$7.82M	Buy	+43,755	New	+$7.92M	1.05%	43

Other funds holding WCN

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

2Xideas's WCN Position: Q1 2026 in Review

2Xideas reduced its Waste Connections (WCN) stake by 60% in Q1 2026, selling an estimated $2.48M and leaving 9,966 shares worth $1.62M. The position accounts for 0.63% of the portfolio, ranked #38.

2Xideas first reported a position in WCN in Q3 2024 and has held it in 7 quarters since. The position peaked at $12M in Q4 2024. 794 funds tracked by Wall St. Rank hold WCN as of Q1 2026.

2Xideas held 9,966 shares of Waste Connections worth $1.62M as of Q1 2026.
2Xideas sold 14,898 Waste Connections shares in Q1 2026, an estimated $2.48M.
Waste Connections made up 0.63% of 2Xideas's portfolio in Q1 2026, its #38 holding.
2Xideas first reported a position in Waste Connections in Q3 2024 and has held it in 7 quarters since.
2Xideas's Waste Connections position peaked at $12M in Q4 2024.
794 funds tracked by Wall St. Rank held Waste Connections as of Q1 2026.

Based on 2Xideas's 13F filing for Q1 2026, filed 11 May 2026.