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 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

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

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

Junto Capital Management opened a new position in Waste Connections (WCN) in Q1 2026: 360,487 shares worth $58.6M. The stake represents 1.23% of the portfolio and ranks #26 among its holdings. This is a return to the name: Junto Capital Management previously reported a position in WCN as recently as Q3 2022.

Junto Capital Management first reported a position in WCN in Q2 2020 and has held it in 10 quarters since. The position peaked at $95.7M in Q4 2021. 794 funds tracked by Wall St. Rank hold WCN as of Q1 2026.

Junto Capital Management held 360,487 shares of Waste Connections worth $58.6M as of Q1 2026.
Waste Connections was a new Junto Capital Management position in Q1 2026.
Waste Connections made up 1.23% of Junto Capital Management's portfolio in Q1 2026, its #26 holding.
Junto Capital Management first reported a position in Waste Connections in Q2 2020 and has held it in 10 quarters since.
Junto Capital Management's Waste Connections position peaked at $95.7M in Q4 2021.
794 funds tracked by Wall St. Rank held Waste Connections as of Q1 2026.

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