Luther King Capital Management (LKCM)
WCN

Luther King Capital Management (LKCM)’s Waste Connections WCN Stock Holding History

Luther King Capital Management (LKCM)’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 		$166M Sell
997,444
-56,213
-5% -$8.9M 0.68% 40
2026
Q1 		$171M Sell
1,053,657
-67,598
-6% -$11.3M 0.74% 40
2025
Q4 		$197M Sell
1,121,255
-481
-0% -$83.1K 0.8% 30
2025
Q3 		$197M Sell
1,121,736
-6,309
-0.6% -$1.15M 0.81% 28
2025
Q2 		$211M Sell
1,128,045
-10,706
-0.9% -$2.06M 0.91% 28
2025
Q1 		$222M Sell
1,138,751
-839
-0.1% -$155K 1.03% 29
2024
Q4 		$196M Sell
1,139,590
-1,608
-0.1% -$292K 0.85% 32
2024
Q3 		$204M Buy
1,141,198
+6,860
+0.6% +$1.24M 0.88% 33
2024
Q2 		$199M Sell
1,134,338
-6,619
-0.6% -$1.11M 0.9% 34
2024
Q1 		$196M Sell
1,140,957
-18,253
-2% -$2.93M 0.89% 34
2023
Q4 		$173M Sell
1,159,210
-3,825
-0.3% -$525K 0.83% 35
2023
Q3 		$156M Sell
1,163,035
-8,425
-0.7% -$1.18M 0.81% 38
2023
Q2 		$167M Sell
1,171,460
-4,689
-0.4% -$654K 0.83% 36
2023
Q1 		$164M Sell
1,176,149
-12,901
-1% -$1.72M 0.86% 35
2022
Q4 		$158M Sell
1,189,050
-2,827
-0.2% -$385K 0.86% 36
2022
Q3 		$161M Buy
1,191,877
+251
+0% +$34.2K 0.96% 35
2022
Q2 		$148M Sell
1,191,626
-1,845
-0.2% -$239K 0.83% 37
2022
Q1 		$167M Buy
1,193,471
+15,975
+1% +$2.05M 0.81% 40
2021
Q4 		$160M Buy
1,177,496
+2,344
+0.2% +$312K 0.73% 41
2021
Q3 		$148M Sell
1,175,152
-1,751
-0.1% -$221K 0.73% 43
2021
Q2 		$141M Buy
1,176,903
+45,262
+4% +$5.39M 0.69% 47
2021
Q1 		$122M Buy
1,131,641
+36,473
+3% +$3.7M 0.66% 46
2020
Q4 		$112M Buy
1,095,168
+30,343
+3% +$3.13M 0.63% 49
2020
Q3 		$111M Sell
1,064,825
-23,531
-2% -$2.35M 0.7% 43
2020
Q2 		$102M Buy
1,088,356
+38,166
+4% +$3.4M 0.71% 44
2020
Q1 		$81.4M Buy
1,050,190
+51,873
+5% +$4.88M 0.7% 47
2019
Q4 		$90.6M Buy
998,317
+18,254
+2% +$1.66M 0.61% 54
2019
Q3 		$90.2M Buy
980,063
+29,214
+3% +$2.7M 0.66% 50
2019
Q2 		$90.9M Buy
950,849
+49,285
+5% +$4.54M 0.66% 52
2019
Q1 		$79.9M Sell
901,564
-25,241
-3% -$2.08M 0.61% 56
2018
Q4 		$68.8M Buy
926,805
+1,475
+0.2% +$112K 0.61% 54
2018
Q3 		$73.8M Buy
925,330
+8,217
+0.9% +$645K 0.56% 61
2018
Q2 		$69M Buy
917,113
+12,804
+1% +$957K 0.56% 60
2018
Q1 		$64.9M Sell
904,309
-12,504
-1% -$889K 0.54% 59
2017
Q4 		$65M Sell
916,813
-12,201
-1% -$852K 0.53% 60
2017
Q3 		$65M Sell
929,014
-30,316
-3% -$2M 0.57% 60
2017
Q2 		$61.8M Sell
959,330
-6,720
-0.7% -$418K 0.56% 60
2017
Q1 		$56.8M Sell
966,050
-29,332
-3% -$1.63M 0.52% 62
2016
Q4 		$52.2M Sell
995,382
-5,987
-0.6% -$302K 0.5% 72
2016
Q3 		$49.9M Sell
1,001,369
-26,968
-3% -$1.36M 0.49% 66
2016
Q2 		$49.4M Sell
1,028,337
-4,374
-0.4% -$199K 0.48% 62
2016
Q1 		$44.5M Sell
1,032,711
-22,163
-2% -$893K 0.44% 64
2015
Q4 		$39.6M Sell
1,054,874
-12,720
-1% -$456K 0.37% 71
2015
Q3 		$34.6M Buy
1,067,594
+1,215
+0.1% +$39.3K 0.34% 74
2015
Q2 		$33.5M Sell
1,066,379
-333
-0% -$10.6K 0.29% 90
2015
Q1 		$34.2M Buy
1,066,712
+29,376
+3% +$897K 0.29% 88
2014
Q4 		$30.4M Buy
1,037,336
+91,598
+10% +$2.88M 0.25% 113
2014
Q3 		$30.6M Sell
945,738
-5,310
-0.6% -$172K 0.25% 107
2014
Q2 		$30.8M Sell
951,048
-44,040
-4% -$1.32M 0.24% 119
2014
Q1 		$29.1M Sell
995,088
-208,125
-17% -$5.92M 0.24% 126
2013
Q4 		$35M Buy
1,203,213
+13,900
+1% +$406K 0.28% 112
2013
Q3 		$36M Buy
1,189,313
+7,170
+0.6% +$207K 0.31% 107
2013
Q2 		$32.4M Buy
+1,182,143
New +$30.3M 0.3% 110

Other funds holding WCN

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Luther King Capital Management (LKCM)'s WCN Position: Q2 2026 in Review

Luther King Capital Management (LKCM) reduced its Waste Connections (WCN) stake by 5.3% in Q2 2026, selling an estimated $8.9M and leaving 997,444 shares worth $166M. The position accounts for 0.68% of the portfolio, ranked #40.

Luther King Capital Management (LKCM) first reported a position in WCN in Q2 2013 and has held it in 53 quarters since. The position peaked at $222M in Q1 2025. 834 funds tracked by Wall St. Rank hold WCN as of Q2 2026.

  • Luther King Capital Management (LKCM) held 997,444 shares of Waste Connections worth $166M as of Q2 2026.
  • Luther King Capital Management (LKCM) sold 56,213 Waste Connections shares in Q2 2026, an estimated $8.9M.
  • Waste Connections made up 0.68% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #40 holding.
  • Luther King Capital Management (LKCM) first reported a position in Waste Connections in Q2 2013 and has held it in 53 quarters since.
  • Luther King Capital Management (LKCM)'s Waste Connections position peaked at $222M in Q1 2025.
  • 834 funds tracked by Wall St. Rank held Waste Connections as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.