Fulton Breakefield Broenniman’s Waste Connections WCN Stock Holding History

Fulton Breakefield Broenniman’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	$9.53M	Sell	58,649 -680	-1%	-$113K	0.62%	41
2025 Q4	$10.4M	Sell	59,329 -4,853	-8%	-$839K	0.66%	39
2025 Q3	$11.3M	Sell	64,182 -2,830	-4%	-$515K	0.73%	39
2025 Q2	$12.5M	Buy	67,012 +1,683	+3%	+$324K	0.85%	41
2025 Q1	$12.8M	Sell	65,329 -78	-0.1%	-$14.4K	0.92%	40
2024 Q4	$11.2M	Buy	+65,407	New	+$11.9M	0.8%	41

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

Fulton Breakefield Broenniman's WCN Position: Q1 2026 in Review

Fulton Breakefield Broenniman reduced its Waste Connections (WCN) stake by 1.1% in Q1 2026, selling an estimated $113K and leaving 58,649 shares worth $9.53M. The position accounts for 0.62% of the portfolio, ranked #41.

Fulton Breakefield Broenniman first reported a position in WCN in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.8M in Q1 2025. 794 funds tracked by Wall St. Rank hold WCN as of Q1 2026.

Fulton Breakefield Broenniman held 58,649 shares of Waste Connections worth $9.53M as of Q1 2026.
Fulton Breakefield Broenniman sold 680 Waste Connections shares in Q1 2026, an estimated $113K.
Waste Connections made up 0.62% of Fulton Breakefield Broenniman's portfolio in Q1 2026, its #41 holding.
Fulton Breakefield Broenniman first reported a position in Waste Connections in Q4 2024 and has held it in 6 quarters since.
Fulton Breakefield Broenniman's Waste Connections position peaked at $12.8M in Q1 2025.
794 funds tracked by Wall St. Rank held Waste Connections as of Q1 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q1 2026, filed 27 Apr 2026.