Atria Investments’s Canadian Pacific Kansas City CP Stock Holding History

Atria 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
2026 Q1	$1.62M	Sell	20,585 -941	-4%	-$74.4K	0.02%	807
2025 Q4	$1.58M	Buy	21,526 +542	+3%	+$39.9K	0.02%	838
2025 Q3	$1.56M	Sell	20,984 -2,613	-11%	-$200K	0.02%	829
2025 Q2	$1.87M	Sell	23,597 -6,026	-20%	-$464K	0.02%	753
2025 Q1	$2.08M	Sell	29,623 -7,923	-21%	-$603K	0.03%	689
2024 Q4	$2.72M	Sell	37,546 -4,780	-11%	-$368K	0.03%	562
2024 Q3	$3.62M	Sell	42,326 -1,704	-4%	-$140K	0.05%	459
2024 Q2	$3.47M	Buy	44,030 +3,855	+10%	+$314K	0.04%	451
2024 Q1	$3.54M	Buy	40,175 +4,896	+14%	+$411K	0.05%	440
2023 Q4	$2.79M	Buy	35,279 +1,705	+5%	+$125K	0.04%	471
2023 Q3	$2.5M	Buy	33,574 +2,920	+10%	+$232K	0.04%	488
2023 Q2	$2.48M	Sell	30,654 -5,815	-16%	-$459K	0.04%	481
2023 Q1	$2.81M	Buy	36,469 +385	+1%	+$29.7K	0.05%	425
2022 Q4	$2.69M	Sell	36,084 -3,519	-9%	-$265K	0.06%	410
2022 Q3	$2.64M	Buy	39,603 +1,377	+4%	+$104K	0.06%	401
2022 Q2	$2.67M	Sell	38,226 -584	-2%	-$42.3K	0.06%	409
2022 Q1	$3.2M	Sell	38,810 -925	-2%	-$69.6K	0.06%	407
2021 Q4	$2.86M	Buy	39,735 +6,481	+19%	+$473K	0.05%	427
2021 Q3	$2.16M	Buy	33,254 +2,369	+8%	+$169K	0.04%	498
2021 Q2	$2.38M	Sell	30,885 -4,530	-13%	-$351K	0.05%	434
2021 Q1	$2.69M	Buy	35,415 +3,340	+10%	+$240K	0.06%	368
2020 Q4	$2.22M	Sell	32,075 -1,865	-5%	-$121K	0.05%	393
2020 Q3	$2.07M	Buy	33,940 +305	+0.9%	+$17.4K	0.06%	334
2020 Q2	$1.72M	Buy	33,635 +4,290	+15%	+$203K	0.06%	356
2020 Q1	$1.29M	Buy	29,345 +1,300	+5%	+$64K	0.1%	194
2019 Q4	$1.43M	Buy	28,045 +2,280	+9%	+$107K	0.04%	414
2019 Q3	$1.15M	Sell	25,765 -550	-2%	-$25.9K	0.04%	374
2019 Q2	$1.24M	Buy	26,315 +1,750	+7%	+$78.1K	0.05%	348
2019 Q1	$1.01M	Buy	24,565 +4,185	+21%	+$168K	0.04%	354
2018 Q4	$724K	Buy	20,380 +2,930	+17%	+$117K	0.03%	391
2018 Q3	$740K	Sell	17,450 -7,885	-31%	-$315K	0.03%	481
2018 Q2	$927K	Buy	25,335 +830	+3%	+$30.5K	0.04%	389
2018 Q1	$865K	Buy	24,505 +3,240	+15%	+$117K	0.04%	372
2017 Q4	$777K	Buy	21,265 +8,090	+61%	+$282K	0.04%	385
2017 Q3	$443K	Buy	13,175 +6,300	+92%	+$200K	0.02%	483
2017 Q2	$221K	Buy	+6,875	New	+$213K	0.01%	671
2017 Q1	–	Sell	-21,370	Closed	-$610K	–	678
2016 Q4	$610K	Buy	21,370 +6,750	+46%	+$199K	0.05%	302
2016 Q3	$446K	Buy	+14,620	New	+$429K	0.04%	328
2015 Q2	–	Sell	-6,100	Closed	-$223K	–	402
2015 Q1	$223K	Buy	6,100 +490	+9%	+$18.1K	0.03%	371
2014 Q4	$216K	Sell	5,610 -1,655	-23%	-$65.5K	0.02%	391
2014 Q3	$301K	Sell	7,265 -915	-11%	-$35.8K	0.03%	360
2014 Q2	$296K	Buy	+8,180	New	+$268K	0.03%	341

Other funds holding CP

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

Atria Investments's CP Position: Q1 2026 in Review

Atria Investments reduced its Canadian Pacific Kansas City (CP) stake by 4.4% in Q1 2026, selling an estimated $74.4K and leaving 20,585 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #807.

Atria Investments first reported a position in CP in Q2 2014 and has held it in 42 quarters since. The position peaked at $3.62M in Q3 2024. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Atria Investments held 20,585 shares of Canadian Pacific Kansas City worth $1.62M as of Q1 2026.
Atria Investments sold 941 Canadian Pacific Kansas City shares in Q1 2026, an estimated $74.4K.
Canadian Pacific Kansas City made up 0.02% of Atria Investments's portfolio in Q1 2026, its #807 holding.
Atria Investments first reported a position in Canadian Pacific Kansas City in Q2 2014 and has held it in 42 quarters since.
Atria Investments's Canadian Pacific Kansas City position peaked at $3.62M in Q3 2024.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.