WCM Investment Management
WCN

WCM Investment Management’s Waste Connections WCN Stock Holding History

WCM Investment 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 		$627M Sell
3,875,396
-2,410,994
-38% -$402M 1.43% 28
2025
Q4 		$1.12B Sell
6,286,390
-175,723
-3% -$30.4M 2.31% 16
2025
Q3 		$1.13B Sell
6,462,113
-39,606
-0.6% -$7.21M 2.34% 17
2025
Q2 		$1.21B Buy
6,501,719
+117,939
+2% +$22.7M 2.76% 14
2025
Q1 		$1.23B Buy
6,383,780
+18,400
+0.3% +$3.41M 3.16% 8
2024
Q4 		$1.09B Sell
6,365,380
-1,327,001
-17% -$241M 2.56% 12
2024
Q3 		$1.36B Sell
7,692,381
-1,647,352
-18% -$298M 3.09% 11
2024
Q2 		$1.64B Sell
9,339,733
-59,868
-0.6% -$10M 3.88% 5
2024
Q1 		$1.62B Sell
9,399,601
-129,889
-1% -$20.9M 3.84% 7
2023
Q4 		$1.42B Sell
9,529,490
-689,055
-7% -$94.6M 3.92% 7
2023
Q3 		$1.38B Buy
10,218,545
+1,157,470
+13% +$162M 4.05% 7
2023
Q2 		$1.29B Buy
9,061,075
+372,643
+4% +$52M 3.86% 8
2023
Q1 		$1.21B Sell
8,688,432
-346,397
-4% -$46.1M 3.86% 9
2022
Q4 		$1.2B Buy
9,034,829
+391,120
+5% +$53.2M 4% 7
2022
Q3 		$1.18B Buy
8,643,709
+5,699,706
+194% +$777M 4.25% 9
2022
Q2 		$367M Buy
+2,944,003
New +$382M 1.32% 23

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

WCM Investment Management's WCN Position: Q1 2026 in Review

WCM Investment Management reduced its Waste Connections (WCN) stake by 38% in Q1 2026, selling an estimated $402M and leaving 3,875,396 shares worth $627M. The position accounts for 1.43% of the portfolio, ranked #28.

WCM Investment Management first reported a position in WCN in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.64B in Q2 2024. 794 funds tracked by Wall St. Rank hold WCN as of Q1 2026.

  • WCM Investment Management held 3,875,396 shares of Waste Connections worth $627M as of Q1 2026.
  • WCM Investment Management sold 2,410,994 Waste Connections shares in Q1 2026, an estimated $402M.
  • Waste Connections made up 1.43% of WCM Investment Management's portfolio in Q1 2026, its #28 holding.
  • WCM Investment Management first reported a position in Waste Connections in Q2 2022 and has held it in 16 quarters since.
  • WCM Investment Management's Waste Connections position peaked at $1.64B in Q2 2024.
  • 794 funds tracked by Wall St. Rank held Waste Connections as of Q1 2026.

Based on WCM Investment Management's 13F filing for Q1 2026, filed 7 May 2026.