Bank Julius Baer & Co
CP icon

Bank Julius Baer & Co’s Canadian Pacific Kansas City CP Stock Holding History

Bank Julius Baer & Co’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
Q2 		$98.7K Sell
1,139
-978
-46% -$83.8K ﹤0.01% 543
2026
Q1 		$166K Sell
2,117
-139,815
-99% -$11.1M ﹤0.01% 510
2025
Q4 		$10.5M Sell
141,932
-7,657
-5% -$564K 0.03% 180
2025
Q3 		$11.1M Sell
149,589
-62,138
-29% -$4.75M 0.03% 188
2025
Q2 		$18.8M Sell
211,727
-42,999
-17% -$3.31M 0.06% 152
2025
Q1 		$17.8M Buy
254,726
+14,576
+6% +$1.11M 0.06% 158
2024
Q4 		$19.7M Buy
240,150
+52,393
+28% +$4.04M 0.06% 148
2024
Q3 		$16.1M Sell
187,757
-6,515
-3% -$536K 0.05% 153
2024
Q2 		$15.3M Sell
194,272
-1,977
-1% -$161K 0.06% 137
2024
Q1 		$17.4M Sell
196,249
-75,104
-28% -$6.3M 0.07% 140
2023
Q4 		$21.2M Buy
+271,353
New +$19.9M 0.09% 131

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Bank Julius Baer & Co's CP Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its Canadian Pacific Kansas City (CP) stake by 46% in Q2 2026, selling an estimated $83.8K and leaving 1,139 shares worth $98.7K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Bank Julius Baer & Co first reported a position in CP in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.2M in Q4 2023. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Bank Julius Baer & Co held 1,139 shares of Canadian Pacific Kansas City worth $98.7K as of Q2 2026.
  • Bank Julius Baer & Co sold 978 Canadian Pacific Kansas City shares in Q2 2026, an estimated $83.8K.
  • Canadian Pacific Kansas City made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #543 holding.
  • Bank Julius Baer & Co first reported a position in Canadian Pacific Kansas City in Q4 2023 and has held it in 11 quarters since.
  • Bank Julius Baer & Co's Canadian Pacific Kansas City position peaked at $21.2M in Q4 2023.
  • 980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.