CCM
WCN

Carderock Capital Management’s Waste Connections WCN Stock Holding History

Carderock Capital 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 		$5.84M Buy
35,027
+1,399
+4% +$221K 1.28% 37
2026
Q1 		$5.46M Buy
33,628
+416
+1% +$69.3K 1.35% 39
2025
Q4 		$5.82M Sell
33,212
-13,223
-28% -$2.29M 1.41% 36
2025
Q3 		$8.16M Buy
46,435
+404
+0.9% +$73.5K 1.98% 24
2025
Q2 		$8.59M Buy
46,031
+2,489
+6% +$479K 2.2% 20
2025
Q1 		$8.5M Buy
43,542
+95
+0.2% +$17.6K 2.25% 17
2024
Q4 		$7.45M Sell
43,447
-776
-2% -$141K 1.87% 28
2024
Q3 		$7.91M Buy
44,223
+1,575
+4% +$285K 1.87% 27
2024
Q2 		$7.48M Buy
42,648
+1,131
+3% +$189K 1.96% 26
2024
Q1 		$7.14M Buy
41,517
+4,095
+11% +$658K 2% 28
2023
Q4 		$5.59M Buy
37,422
+616
+2% +$84.6K 1.54% 37
2023
Q3 		$4.94M Buy
36,806
+1,529
+4% +$214K 1.66% 36
2023
Q2 		$5.04M Buy
35,277
+2,874
+9% +$401K 1.56% 36
2023
Q1 		$4.51M Buy
32,403
+6,203
+24% +$826K 1.57% 31
2022
Q4 		$3.47M Sell
26,200
-72
-0.3% -$9.79K 1.44% 36
2022
Q3 		$3.55M Sell
26,272
-4,158
-14% -$567K 1.81% 22
2022
Q2 		$3.77M Sell
30,430
-1,841
-6% -$239K 1.58% 28
2022
Q1 		$4.51M Buy
32,271
+7,551
+31% +$967K 1.46% 35
2021
Q4 		$3.37M Buy
24,720
+1,010
+4% +$134K 0.81% 45
2021
Q3 		$2.99M Buy
23,710
+1,370
+6% +$173K 0.84% 46
2021
Q2 		$2.67M Buy
22,340
+369
+2% +$43.9K 0.73% 49
2021
Q1 		$2.37M Buy
21,971
+121
+0.6% +$12.3K 0.71% 51
2020
Q4 		$2.24M Buy
21,850
+5,660
+35% +$585K 0.68% 50
2020
Q3 		$1.68M Buy
16,190
+3,825
+31% +$382K 0.57% 53
2020
Q2 		$1.16M Buy
+12,365
New +$1.1M 0.43% 51

Other funds holding WCN

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return

Carderock Capital Management's WCN Position: Q2 2026 in Review

Carderock Capital Management increased its Waste Connections (WCN) stake by 4.2% in Q2 2026, buying an estimated $221K and bringing the position to 35,027 shares worth $5.84M. The position accounts for 1.28% of the portfolio, ranked #37.

Carderock Capital Management first reported a position in WCN in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.59M in Q2 2025. 271 funds tracked by Wall St. Rank hold WCN as of Q2 2026.

  • Carderock Capital Management held 35,027 shares of Waste Connections worth $5.84M as of Q2 2026.
  • Carderock Capital Management bought 1,399 Waste Connections shares in Q2 2026, an estimated $221K.
  • Waste Connections made up 1.28% of Carderock Capital Management's portfolio in Q2 2026, its #37 holding.
  • Carderock Capital Management first reported a position in Waste Connections in Q2 2020 and has held it in 25 quarters since.
  • Carderock Capital Management's Waste Connections position peaked at $8.59M in Q2 2025.
  • 271 funds tracked by Wall St. Rank held Waste Connections as of Q2 2026.

Based on Carderock Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.