KB
WCN

Kimelman & Baird’s Waste Connections WCN Stock Holding History

Kimelman & Baird’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 		$29.4M Sell
181,042
-8,357
-4% -$1.39M 2.42% 16
2025
Q4 		$33.2M Buy
189,399
+144
+0.1% +$24.9K 2.55% 16
2025
Q3 		$33.3M Buy
189,255
+1,723
+0.9% +$314K 2.6% 16
2025
Q2 		$35M Sell
187,532
-663
-0.4% -$128K 2.85% 14
2025
Q1 		$36.7M Buy
188,195
+451
+0.2% +$83.5K 3.12% 15
2024
Q4 		$32.2M Sell
187,744
-3,332
-2% -$605K 2.56% 17
2024
Q3 		$34.2M Sell
191,076
-1,378
-0.7% -$249K 2.73% 14
2024
Q2 		$33.7M Buy
+192,454
New +$32.2M 2.78% 15
2021
Q2 		$25.5M Buy
+213,475
New +$25.4M 2.27% 20
2019
Q3 		$18.5M Sell
200,996
-4,412
-2% -$408K 2.56% 17
2019
Q2 		$19.6M Buy
205,408
+239
+0.1% +$22K 2.73% 15
2019
Q1 		$18.2M Sell
205,169
-12,495
-6% -$1.03M 2.61% 15
2018
Q4 		$16.2M Sell
217,664
-4,368
-2% -$333K 2.51% 15
2018
Q3 		$17.7M Sell
222,032
-232
-0.1% -$18.2K 2.23% 19
2018
Q2 		$16.7M Buy
+222,264
New +$16.6M 2.2% 17
2017
Q4 		$15.8M Buy
222,289
+595
+0.3% +$41.6K 2.24% 17
2017
Q3 		$15.5M Sell
221,694
-585
-0.3% -$38.6K 2.31% 15
2017
Q2 		$14.3M Sell
222,279
-891
-0.4% -$55.4K 2.17% 14
2017
Q1 		$13.1M Sell
223,170
-570
-0.3% -$31.7K 2% 19
2016
Q4 		$11.7M Buy
+223,740
New +$11.3M 1.97% 18

Other funds holding WCN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kimelman & Baird's WCN Position: Q1 2026 in Review

Kimelman & Baird reduced its Waste Connections (WCN) stake by 4.4% in Q1 2026, selling an estimated $1.39M and leaving 181,042 shares worth $29.4M. The position accounts for 2.42% of the portfolio, ranked #16.

Kimelman & Baird first reported a position in WCN in Q4 2016 and has held it in 20 quarters since. The position peaked at $36.7M in Q1 2025. 794 funds tracked by Wall St. Rank hold WCN as of Q1 2026.

  • Kimelman & Baird held 181,042 shares of Waste Connections worth $29.4M as of Q1 2026.
  • Kimelman & Baird sold 8,357 Waste Connections shares in Q1 2026, an estimated $1.39M.
  • Waste Connections made up 2.42% of Kimelman & Baird's portfolio in Q1 2026, its #16 holding.
  • Kimelman & Baird first reported a position in Waste Connections in Q4 2016 and has held it in 20 quarters since.
  • Kimelman & Baird's Waste Connections position peaked at $36.7M in Q1 2025.
  • 794 funds tracked by Wall St. Rank held Waste Connections as of Q1 2026.

Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.