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 Q2	$8.9M	Sell	53,369 -5,280	-9%	-$836K	0.52%	46
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

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

Fulton Breakefield Broenniman's WCN Position: Q2 2026 in Review

Fulton Breakefield Broenniman reduced its Waste Connections (WCN) stake by 9% in Q2 2026, selling an estimated $836K and leaving 53,369 shares worth $8.9M. The position accounts for 0.52% of the portfolio, ranked #46.

Fulton Breakefield Broenniman first reported a position in WCN in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.8M in Q1 2025. 838 funds tracked by Wall St. Rank hold WCN as of Q2 2026.

Fulton Breakefield Broenniman held 53,369 shares of Waste Connections worth $8.9M as of Q2 2026.
Fulton Breakefield Broenniman sold 5,280 Waste Connections shares in Q2 2026, an estimated $836K.
Waste Connections made up 0.52% of Fulton Breakefield Broenniman's portfolio in Q2 2026, its #46 holding.
Fulton Breakefield Broenniman first reported a position in Waste Connections in Q4 2024 and has held it in 7 quarters since.
Fulton Breakefield Broenniman's Waste Connections position peaked at $12.8M in Q1 2025.
838 funds tracked by Wall St. Rank held Waste Connections as of Q2 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q2 2026, filed 3 Aug 2026.