Marshall & Sullivan’s Waste Connections WCN Stock Holding History

Marshall & Sullivan’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
2025 Q3	–	Sell	-375	Closed	-$70K	–	109
2025 Q2	$70K	Buy	+375	New	+$72.2K	0.03%	65
2023 Q1	–	Sell	-375	Closed	-$49.7K	–	88
2022 Q4	$49.7K	Buy	+375	New	+$51K	0.03%	57
2022 Q3	–	Sell	-375	Closed	-$46K	–	91
2022 Q2	$46K	Buy	+375	New	+$48.6K	0.03%	58
2021 Q1	–	Sell	-38	Closed	-$375	–	60
2020 Q4	$375	Sell	38 -337	-90%	-$34.8K	0.04%	58
2020 Q3	$39K	Buy	+375	New	+$37.5K	0.03%	54
2018 Q3	–	Sell	-375	Closed	-$28.2K	–	81
2018 Q2	$28.2K	Buy	+375	New	+$28K	0.03%	69
2017 Q1	–	Sell	-375	Closed	-$19K	–	55
2016 Q4	$19K	Hold	375	–	–	0.02%	51
2016 Q3	$18K	Hold	375	–	–	0.02%	50
2016 Q2	$18K	Hold	375	–	–	0.02%	49
2016 Q1	$16K	Sell	375 -867	-70%	-$34.9K	0.02%	50
2015 Q4	$46K	Hold	1,242	–	–	0.06%	48
2015 Q3	$45K	Sell	1,242 -3,510	-74%	-$113K	0.06%	48
2015 Q2	$149K	Hold	4,752	–	–	0.2%	39
2015 Q1	$152K	Hold	4,752	–	–	0.2%	40
2014 Q4	$153K	Hold	4,752	–	–	0.19%	41
2014 Q3	$153K	Hold	4,752	–	–	0.22%	38
2014 Q2	$153K	Buy	+4,752	New	+$143K	0.26%	38

Other funds holding WCN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Marshall & Sullivan's WCN Position: Q3 2025 in Review

Marshall & Sullivan sold out of Waste Connections (WCN) in Q3 2025, closing a stake of 375 shares — an estimated $70K sold.

Marshall & Sullivan first reported a position in WCN in Q2 2014 and held it in 17 quarters. The position peaked at $153K in Q4 2014. 749 funds tracked by Wall St. Rank hold WCN as of Q3 2025.

Marshall & Sullivan reported no remaining Waste Connections position as of Q3 2025 after selling out during the quarter.
Marshall & Sullivan sold 375 Waste Connections shares in Q3 2025, an estimated $70K.
Marshall & Sullivan first reported a position in Waste Connections in Q2 2014 and held it in 17 quarters.
Marshall & Sullivan's Waste Connections position peaked at $153K in Q4 2014.
749 funds tracked by Wall St. Rank held Waste Connections as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.