Junto Capital Management’s Waste Connections WCN Stock Holding History

Junto 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 Q2	$18.1M	Sell	108,857 -251,630	-70%	-$39.8M	0.32%	79
2026 Q1	$58.6M	Buy	+360,487	New	+$60.1M	1.23%	26
2022 Q4	–	Sell	-484,188	Closed	-$65.4M	–	116
2022 Q3	$65.4M	Sell	484,188 -160,474	-25%	-$21.9M	1.82%	17
2022 Q2	$79.9M	Buy	644,662 +290,716	+82%	+$37.7M	2.37%	14
2022 Q1	$49.4M	Sell	353,946 -348,150	-50%	-$44.6M	1.36%	34
2021 Q4	$95.7M	Buy	702,096 +244,427	+53%	+$32.5M	2.46%	12
2021 Q3	$57.6M	Sell	457,669 -112,292	-20%	-$14.2M	1.82%	24
2021 Q2	$68.1M	Buy	569,961 +264,754	+87%	+$31.5M	2.17%	19
2021 Q1	$33M	Buy	+305,207	New	+$31M	1.19%	34
2020 Q4	–	Sell	-679,436	Closed	-$70.5M	–	77
2020 Q3	$70.5M	Buy	679,436 +242,122	+55%	+$24.2M	2.56%	13
2020 Q2	$41M	Buy	+437,314	New	+$39M	1.75%	30

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

Junto Capital Management's WCN Position: Q2 2026 in Review

Junto Capital Management reduced its Waste Connections (WCN) stake by 70% in Q2 2026, selling an estimated $39.8M and leaving 108,857 shares worth $18.1M. The position accounts for 0.32% of the portfolio, ranked #79.

Junto Capital Management first reported a position in WCN in Q2 2020 and has held it in 11 quarters since. The position peaked at $95.7M in Q4 2021. 838 funds tracked by Wall St. Rank hold WCN as of Q2 2026.

Junto Capital Management held 108,857 shares of Waste Connections worth $18.1M as of Q2 2026.
Junto Capital Management sold 251,630 Waste Connections shares in Q2 2026, an estimated $39.8M.
Waste Connections made up 0.32% of Junto Capital Management's portfolio in Q2 2026, its #79 holding.
Junto Capital Management first reported a position in Waste Connections in Q2 2020 and has held it in 11 quarters since.
Junto Capital Management's Waste Connections position peaked at $95.7M in Q4 2021.
838 funds tracked by Wall St. Rank held Waste Connections as of Q2 2026.

Based on Junto Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.