Alpha Cubed Investments’s Canadian Pacific Kansas City CP Stock Holding History

Alpha Cubed Investments’s Portfolio CP Stock Details CP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$307K	Buy	4,164 +49	+1%	+$3.61K	0.01%	226
2025 Q3	$307K	Hold	4,115	–	–	0.01%	227
2025 Q2	$326K	Sell	4,115 -258	-6%	-$19.8K	0.01%	222
2025 Q1	$307K	Buy	+4,373	New	+$333K	0.01%	222
2022 Q3	–	Sell	-4,115	Closed	-$287K	–	272
2022 Q2	$287K	Hold	4,115	–	–	0.02%	235
2022 Q1	$340K	Buy	+4,115	New	+$310K	0.02%	240
2014 Q1	–	Sell	-26,250	Closed	-$794K	–	175
2013 Q4	$794K	Buy	+26,250	New	+$756K	0.28%	113

Other funds holding CP

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

TCI Fund Management

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

WCM Investment Management

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

Mackenzie Financial

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return