Caldwell Investment Management’s Waste Connections WCN Stock Holding History

Caldwell Investment Management’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 Q2	$849K	Hold	5,100	–	–	0.56%	26
2026 Q1	$826K	Buy	+5,100	New	+$850K	0.32%	47
2025 Q2	–	Sell	-20,900	Closed	-$4.01M	–	32
2025 Q1	$4.01M	Hold	20,900	–	–	2.98%	8
2024 Q4	$3.57M	Hold	20,900	–	–	2.41%	9
2024 Q3	$3.71M	Hold	20,900	–	–	2.6%	10
2024 Q2	$3.66M	Buy	+20,900	New	+$3.49M	2.76%	10

Other funds holding WCN

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Caldwell Investment Management's WCN Position: Q2 2026 in Review

Caldwell Investment Management held its Waste Connections (WCN) position steady in Q2 2026 at 5,100 shares worth $849K. The position accounts for 0.56% of the portfolio, ranked #26.

Caldwell Investment Management first reported a position in WCN in Q2 2024 and has held it in 6 quarters since. The position peaked at $4.01M in Q1 2025. 834 funds tracked by Wall St. Rank hold WCN as of Q2 2026.

Caldwell Investment Management held 5,100 shares of Waste Connections worth $849K as of Q2 2026.
Caldwell Investment Management left its Waste Connections share count unchanged in Q2 2026.
Waste Connections made up 0.56% of Caldwell Investment Management's portfolio in Q2 2026, its #26 holding.
Caldwell Investment Management first reported a position in Waste Connections in Q2 2024 and has held it in 6 quarters since.
Caldwell Investment Management's Waste Connections position peaked at $4.01M in Q1 2025.
834 funds tracked by Wall St. Rank held Waste Connections as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.