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Beacon Capital Management LLC (Tennessee)’s Canadian Pacific Kansas City CP Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q2 		– Sell
-75
Closed -$5.27K – 1094
2025
Q1 		$5.27K Buy
+75
New +$5.71K ﹤0.01% 757
2023
Q1 		– Sell
-14
Closed -$1.04K – 954
2022
Q4 		$1.04K Buy
+14
New +$1.05K ﹤0.01% 881

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Vanguard Group
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s CP Position: Q2 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Canadian Pacific Kansas City (CP) in Q2 2025, closing a stake of 75 shares — an estimated $5.27K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in CP in Q4 2022 and held it in 2 quarters. The position peaked at $5.27K in Q1 2025. 991 funds tracked by Wall St. Rank hold CP as of Q2 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Canadian Pacific Kansas City position as of Q2 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 75 Canadian Pacific Kansas City shares in Q2 2025, an estimated $5.27K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Canadian Pacific Kansas City in Q4 2022 and held it in 2 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Canadian Pacific Kansas City position peaked at $5.27K in Q1 2025.
  • 991 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.