Godshalk Welsh Capital Management’s Waste Connections WCN Stock Holding History

Godshalk Welsh 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	$515K	Hold	3,170	–	–	0.3%	86
2025 Q4	$556K	Sell	3,170 -300	-9%	-$51.8K	0.32%	85
2025 Q3	$610K	Sell	3,470 -15	-0.4%	-$2.73K	0.35%	80
2025 Q2	$651K	Sell	3,485 -50	-1%	-$9.63K	0.4%	75
2025 Q1	$690K	Hold	3,535	–	–	0.45%	69
2024 Q4	$607K	Hold	3,535	–	–	0.39%	75
2024 Q3	$632K	Sell	3,535 -100	-3%	-$18.1K	0.4%	74
2024 Q2	$637K	Hold	3,635	–	–	0.43%	72
2024 Q1	$625K	Buy	3,635 +585	+19%	+$94K	0.42%	70
2023 Q4	$455K	Buy	3,050 +765	+33%	+$105K	0.33%	81
2023 Q3	$307K	Buy	+2,285	New	+$320K	0.23%	93

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

Godshalk Welsh Capital Management's WCN Position: Q1 2026 in Review

Godshalk Welsh Capital Management held its Waste Connections (WCN) position steady in Q1 2026 at 3,170 shares worth $515K. The position accounts for 0.3% of the portfolio, ranked #86.

Godshalk Welsh Capital Management first reported a position in WCN in Q3 2023 and has held it in 11 quarters since. The position peaked at $690K in Q1 2025. 794 funds tracked by Wall St. Rank hold WCN as of Q1 2026.

Godshalk Welsh Capital Management held 3,170 shares of Waste Connections worth $515K as of Q1 2026.
Godshalk Welsh Capital Management left its Waste Connections share count unchanged in Q1 2026.
Waste Connections made up 0.3% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #86 holding.
Godshalk Welsh Capital Management first reported a position in Waste Connections in Q3 2023 and has held it in 11 quarters since.
Godshalk Welsh Capital Management's Waste Connections position peaked at $690K in Q1 2025.
794 funds tracked by Wall St. Rank held Waste Connections as of Q1 2026.

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