Geode Capital Management
WCN

Geode Capital Management’s Waste Connections WCN Stock Holding History

Geode 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
Q1 		$129M Sell
780,332
-93,246
-11% -$15.5M 0.01% 931
2025
Q4 		$160M Buy
873,578
+49,618
+6% +$8.57M 0.01% 809
2025
Q3 		$152M Buy
823,960
+51,949
+7% +$9.45M 0.01% 833
2025
Q2 		$150M Buy
772,011
+133,487
+21% +$25.7M 0.01% 794
2025
Q1 		$131M Sell
638,524
-9,203
-1% -$1.7M 0.01% 819
2024
Q4 		$116M Buy
647,727
+457,137
+240% +$83.1M 0.01% 911
2024
Q3 		$36.2M Buy
190,590
+19,496
+11% +$3.53M ﹤0.01% 1640
2024
Q2 		$32.6M Buy
171,094
+23,232
+16% +$3.88M ﹤0.01% 1645
2024
Q1 		$27M Buy
147,862
+35,602
+32% +$5.72M ﹤0.01% 1746
2023
Q4 		$17.3M Buy
112,260
+7,670
+7% +$1.05M ﹤0.01% 2004
2023
Q3 		$14.6M Buy
104,590
+6,855
+7% +$959K ﹤0.01% 2022
2023
Q2 		$14.3M Buy
97,735
+2,240
+2% +$313K ﹤0.01% 2076
2023
Q1 		$13.8M Sell
95,495
-10,722
-10% -$1.43M ﹤0.01% 2054
2022
Q4 		$14.7M Sell
106,217
-25,082
-19% -$3.41M ﹤0.01% 1989
2022
Q3 		$18.5M Buy
131,299
+5,332
+4% +$727K ﹤0.01% 1787
2022
Q2 		$15.9M Buy
125,967
+37,694
+43% +$4.89M ﹤0.01% 1930
2022
Q1 		$12.3M Sell
88,273
-307
-0.3% -$39.3K ﹤0.01% 2209
2021
Q4 		$12M Buy
88,580
+3,192
+4% +$424K ﹤0.01% 2331
2021
Q3 		$10.6M Buy
85,388
+16,235
+23% +$2.05M ﹤0.01% 2424
2021
Q2 		$8.1M Buy
69,153
+7,418
+12% +$883K ﹤0.01% 2609
2021
Q1 		$6.56M Buy
61,735
+13,197
+27% +$1.34M ﹤0.01% 2646
2020
Q4 		$4.68M Buy
48,538
+3,750
+8% +$387K ﹤0.01% 2638
2020
Q3 		$4.48M Buy
44,788
+1,542
+4% +$154K ﹤0.01% 2454
2020
Q2 		$3.96M Sell
43,246
-32,012
-43% -$2.85M ﹤0.01% 2475
2020
Q1 		$5.74M Sell
75,258
-11,698
-13% -$1.1M ﹤0.01% 2062
2019
Q4 		$7.96M Sell
86,956
-60,673
-41% -$5.51M ﹤0.01% 2164
2019
Q3 		$13.7M Sell
147,629
-680
-0.5% -$62.9K ﹤0.01% 1719
2019
Q2 		$14.3M Buy
148,309
+82,668
+126% +$7.62M ﹤0.01% 1701
2019
Q1 		$5.89M Sell
65,641
-3,889
-6% -$321K ﹤0.01% 2234
2018
Q4 		$5.03M Buy
69,530
+16,043
+30% +$1.22M ﹤0.01% 2222
2018
Q3 		$4.12M Buy
53,487
+5,291
+11% +$415K ﹤0.01% 2472
2018
Q2 		$3.5M Buy
48,196
+8,966
+23% +$670K ﹤0.01% 2535
2018
Q1 		$2.66M Sell
39,230
-63,485
-62% -$4.52M ﹤0.01% 2609
2017
Q4 		$7.19M Buy
102,715
+22,578
+28% +$1.58M ﹤0.01% 1983
2017
Q3 		$5.51M Buy
80,137
+31,931
+66% +$2.11M ﹤0.01% 2143
2017
Q2 		$3.04M Buy
48,206
+35,649
+284% +$2.22M ﹤0.01% 2482
2017
Q1 		$696K Sell
12,557
-7,083
-36% -$394K ﹤0.01% 3180
2016
Q4 		$994K Buy
19,640
+14,898
+314% +$753K ﹤0.01% 2992
2016
Q3 		$200K Sell
4,742
-3,993
-46% -$201K ﹤0.01% 3614
2016
Q2 		$394K Sell
8,735
-1,132,143
-99% -$51.5M ﹤0.01% 3321
2016
Q1 		$49.1K Buy
1,140,878
+43,575
+4% +$1.76M 0.03% 536
2015
Q4 		$41.2M Sell
1,097,303
-7,278
-0.7% -$261K 0.02% 580
2015
Q3 		$35.8M Buy
1,104,581
+42,006
+4% +$1.36M 0.02% 618
2015
Q2 		$33.4M Buy
1,062,575
+39,251
+4% +$1.25M 0.02% 659
2015
Q1 		$32.8M Buy
1,023,324
+53,805
+6% +$1.64M 0.02% 662
2014
Q4 		$28.4M Sell
969,519
-75,764
-7% -$2.38M 0.02% 698
2014
Q3 		$33.8M Buy
1,045,283
+75,395
+8% +$2.45M 0.02% 601
2014
Q2 		$31.4M Buy
969,888
+38,566
+4% +$1.16M 0.02% 634
2014
Q1 		$27.2M Buy
931,322
+86,022
+10% +$2.45M 0.02% 673
2013
Q4 		$24.6M Buy
845,300
+72,734
+9% +$2.12M 0.02% 688
2013
Q3 		$23.4M Buy
772,566
+25,672
+3% +$743K 0.02% 628
2013
Q2 		$20.5M Buy
+746,894
New +$19.2M 0.02% 630

Other funds holding WCN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management's WCN Position: Q1 2026 in Review

Geode Capital Management reduced its Waste Connections (WCN) stake by 11% in Q1 2026, selling an estimated $15.5M and leaving 780,332 shares worth $129M. The position accounts for 0.01% of the portfolio, ranked #931.

Geode Capital Management first reported a position in WCN in Q2 2013 and has held it in 52 quarters since. The position peaked at $160M in Q4 2025. 794 funds tracked by Wall St. Rank hold WCN as of Q1 2026.

  • Geode Capital Management held 780,332 shares of Waste Connections worth $129M as of Q1 2026.
  • Geode Capital Management sold 93,246 Waste Connections shares in Q1 2026, an estimated $15.5M.
  • Waste Connections made up 0.01% of Geode Capital Management's portfolio in Q1 2026, its #931 holding.
  • Geode Capital Management first reported a position in Waste Connections in Q2 2013 and has held it in 52 quarters since.
  • Geode Capital Management's Waste Connections position peaked at $160M in Q4 2025.
  • 794 funds tracked by Wall St. Rank held Waste Connections as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.