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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Alpha Cubed Investments's CP Position: Q4 2025 in Review

Alpha Cubed Investments increased its Canadian Pacific Kansas City (CP) stake by 1.2% in Q4 2025, buying an estimated $3.61K and bringing the position to 4,164 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #226.

Alpha Cubed Investments first reported a position in CP in Q4 2013 and has held it in 7 quarters since. The position peaked at $794K in Q4 2013. 964 funds tracked by Wall St. Rank hold CP as of Q4 2025.

Alpha Cubed Investments held 4,164 shares of Canadian Pacific Kansas City worth $307K as of Q4 2025.
Alpha Cubed Investments bought 49 Canadian Pacific Kansas City shares in Q4 2025, an estimated $3.61K.
Canadian Pacific Kansas City made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #226 holding.
Alpha Cubed Investments first reported a position in Canadian Pacific Kansas City in Q4 2013 and has held it in 7 quarters since.
Alpha Cubed Investments's Canadian Pacific Kansas City position peaked at $794K in Q4 2013.
964 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.