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Beacon Investment Advisory Services’s Canadian Pacific Kansas City CP Stock Holding History

Beacon Investment Advisory Services’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 		$14.2K Sell
164
-290
-64% -$24.8K ﹤0.01% 592
2026
Q1 		$35.7K Buy
+454
New +$35.9K ﹤0.01% 481

Other funds holding CP

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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

Beacon Investment Advisory Services's CP Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Canadian Pacific Kansas City (CP) stake by 64% in Q2 2026, selling an estimated $24.8K and leaving 164 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Beacon Investment Advisory Services first reported a position in CP in Q1 2026 and has held it in 2 quarters since. The position peaked at $35.7K in Q1 2026. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Beacon Investment Advisory Services held 164 shares of Canadian Pacific Kansas City worth $14.2K as of Q2 2026.
  • Beacon Investment Advisory Services sold 290 Canadian Pacific Kansas City shares in Q2 2026, an estimated $24.8K.
  • Canadian Pacific Kansas City made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #592 holding.
  • Beacon Investment Advisory Services first reported a position in Canadian Pacific Kansas City in Q1 2026 and has held it in 2 quarters since.
  • Beacon Investment Advisory Services's Canadian Pacific Kansas City position peaked at $35.7K in Q1 2026.
  • 976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.