Gilbert & Cook’s Waste Connections WCN Stock Holding History

Gilbert & Cook’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	$205K	Sell	1,262 -272	-18%	-$45.3K	0.03%	215
2025 Q4	$269K	Buy	1,534 +9	+0.6%	+$1.55K	0.03%	194
2025 Q3	$268K	Buy	1,525 +39	+3%	+$7.1K	0.03%	187
2025 Q2	$277K	Buy	1,486 +2	+0.1%	+$385	0.04%	185
2025 Q1	$290K	Buy	1,484 +18	+1%	+$3.33K	0.04%	177
2024 Q4	$252K	Buy	1,466 +24	+2%	+$4.36K	0.04%	188
2024 Q3	$258K	Buy	+1,442	New	+$261K	0.04%	193
2022 Q3	–	Sell	-1,970	Closed	-$244K	–	224
2022 Q2	$244K	Buy	1,970 +155	+9%	+$20.1K	0.04%	177
2022 Q1	$254K	Buy	1,815 +87	+5%	+$11.1K	0.04%	189
2021 Q4	$235K	Buy	1,728 +30	+2%	+$3.99K	0.04%	202
2021 Q3	$214K	Buy	+1,698	New	+$215K	0.04%	199

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

Gilbert & Cook's WCN Position: Q1 2026 in Review

Gilbert & Cook reduced its Waste Connections (WCN) stake by 18% in Q1 2026, selling an estimated $45.3K and leaving 1,262 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #215.

Gilbert & Cook first reported a position in WCN in Q3 2021 and has held it in 11 quarters since. The position peaked at $290K in Q1 2025. 794 funds tracked by Wall St. Rank hold WCN as of Q1 2026.

Gilbert & Cook held 1,262 shares of Waste Connections worth $205K as of Q1 2026.
Gilbert & Cook sold 272 Waste Connections shares in Q1 2026, an estimated $45.3K.
Waste Connections made up 0.03% of Gilbert & Cook's portfolio in Q1 2026, its #215 holding.
Gilbert & Cook first reported a position in Waste Connections in Q3 2021 and has held it in 11 quarters since.
Gilbert & Cook's Waste Connections position peaked at $290K in Q1 2025.
794 funds tracked by Wall St. Rank held Waste Connections as of Q1 2026.

Based on Gilbert & Cook's 13F filing for Q1 2026, filed 5 May 2026.