JAM
WCN

JCIC Asset Management’s Waste Connections WCN Stock Holding History

JCIC Asset 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
Q2 		$5.64M Hold
34,758
– – 1.73% 22
2026
Q1 		$5.64M Buy
34,758
+698
+2% +$116K 1.73% 22
2025
Q4 		$5.97M Sell
34,060
-950
-3% -$164K 1.83% 18
2025
Q3 		$6.15M Buy
+35,010
New +$6.37M 1.92% 18
2025
Q1 		$6.89M Sell
35,335
-552
-2% -$102K 2.88% 11
2024
Q4 		$6.15M Buy
35,887
+515
+1% +$93.6K 2.49% 12
2024
Q3 		$6.32M Buy
35,372
+1,190
+3% +$215K 2.59% 13
2024
Q2 		$6M Sell
34,182
-290
-0.8% -$48.5K 2.47% 12
2024
Q1 		$5.93M Sell
34,472
-15
-0% -$2.41K 2.44% 12
2023
Q4 		$5.15M Sell
34,487
-345
-1% -$47.4K 2.3% 14
2023
Q3 		$4.68M Sell
34,832
-1,140
-3% -$159K 2.37% 14
2023
Q2 		$5.14M Sell
35,972
-3,005
-8% -$419K 2.33% 16
2023
Q1 		$5.42M Buy
38,977
+963
+3% +$128K 2.52% 16
2022
Q4 		$5.03M Sell
38,014
-1,985
-5% -$270K 2.5% 17
2022
Q3 		$5.28M Sell
39,999
-1,440
-3% -$196K 2.44% 16
2022
Q2 		$5.14M Sell
41,439
-3,986
-9% -$517K 2.77% 16
2022
Q1 		$6.35M Sell
45,425
-605
-1% -$77.5K 1.96% 18
2021
Q4 		$6.28M Sell
46,030
-386
-0.8% -$51.3K 1.88% 20
2021
Q3 		$5.84M Sell
46,416
-190
-0.4% -$24K 1.92% 19
2021
Q2 		$6.9M Sell
46,606
-405
-0.9% -$48.2K 1.78% 21
2021
Q1 		$5.08M Sell
47,011
-510
-1% -$51.8K 1.79% 21
2020
Q4 		$4.87M Buy
47,521
+1,620
+4% +$167K 1.96% 18
2020
Q3 		$4.77M Buy
45,901
+490
+1% +$49K 2.21% 17
2020
Q2 		$4.25M Buy
45,411
+1,231
+3% +$110K 2.19% 17
2020
Q1 		$3.43M Buy
+44,180
New +$4.15M 2.12% 19

Other funds holding WCN

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

JCIC Asset Management's WCN Position: Q2 2026 in Review

JCIC Asset Management held its Waste Connections (WCN) position steady in Q2 2026 at 34,758 shares worth $5.64M. The position accounts for 1.73% of the portfolio, ranked #22.

JCIC Asset Management first reported a position in WCN in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.9M in Q2 2021. 117 funds tracked by Wall St. Rank hold WCN as of Q2 2026.

  • JCIC Asset Management held 34,758 shares of Waste Connections worth $5.64M as of Q2 2026.
  • JCIC Asset Management left its Waste Connections share count unchanged in Q2 2026.
  • Waste Connections made up 1.73% of JCIC Asset Management's portfolio in Q2 2026, its #22 holding.
  • JCIC Asset Management first reported a position in Waste Connections in Q1 2020 and has held it in 25 quarters since.
  • JCIC Asset Management's Waste Connections position peaked at $6.9M in Q2 2021.
  • 117 funds tracked by Wall St. Rank held Waste Connections as of Q2 2026.

Based on JCIC Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.