Beutel, Goodman & Co’s Canadian National Railway CNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $248M | Sell |
2,415,690
-213,821
| -8% | -$22.1M | 1.68% | 26 |
|
|
2025
Q4 | $260M | Sell |
2,629,511
-1,218,404
| -32% | -$117M | 1.6% | 30 |
|
|
2025
Q3 | $363M | Sell |
3,847,915
-287,039
| -7% | -$27.7M | 2.19% | 13 |
|
|
2025
Q2 | $430M | Sell |
4,134,954
-127,737
| -3% | -$13M | 2.45% | 8 |
|
|
2025
Q1 | $415M | Buy |
4,262,691
+146,207
| +4% | +$14.8M | 2.39% | 11 |
|
|
2024
Q4 | $418M | Sell |
4,116,484
-420,309
| -9% | -$46M | 2.27% | 9 |
|
|
2024
Q3 | $532M | Sell |
4,536,793
-96,134
| -2% | -$11.2M | 2.62% | 5 |
|
|
2024
Q2 | $547M | Sell |
4,632,927
-87,755
| -2% | -$11M | 2.91% | 4 |
|
|
2024
Q1 | $622M | Sell |
4,720,682
-58,708
| -1% | -$7.5M | 3.21% | 3 |
|
|
2023
Q4 | $604M | Buy |
4,779,390
+1,529
| +0% | +$173K | 3.2% | 3 |
|
|
2023
Q3 | $520M | Buy |
4,777,861
+302,152
| +7% | +$34.7M | 3.07% | 3 |
|
|
2023
Q2 | $543M | Buy |
4,475,709
+29,440
| +0.7% | +$3.49M | 3.04% | 6 |
|
|
2023
Q1 | $524M | Sell |
4,446,269
-18,670
| -0.4% | -$2.21M | 3.08% | 5 |
|
|
2022
Q4 | $530M | Sell |
4,464,939
-288,520
| -6% | -$34.5M | 3.21% | 4 |
|
|
2022
Q3 | $517M | Sell |
4,753,459
-97,167
| -2% | -$11.6M | 3.5% | 4 |
|
|
2022
Q2 | $545M | Buy |
4,850,626
+178,621
| +4% | +$20.9M | 3.38% | 6 |
|
|
2022
Q1 | $627M | Sell |
4,672,005
-1,614,880
| -26% | -$202M | 3.55% | 6 |
|
|
2021
Q4 | $771M | Buy |
6,286,885
+243,334
| +4% | +$30.8M | 4.4% | 4 |
|
|
2021
Q3 | $701M | Sell |
6,043,551
-114,859
| -2% | -$12.7M | 4.29% | 4 |
|
|
2021
Q2 | $647M | Buy |
6,158,410
+2,763,998
| +81% | +$305M | 3.85% | 6 |
|
|
2021
Q1 | $394M | Sell |
3,394,412
-178,099
| -5% | -$19.8M | 2.47% | 10 |
|
|
2020
Q4 | $392M | Sell |
3,572,511
-402,990
| -10% | -$43.5M | 2.66% | 10 |
|
|
2020
Q3 | $423M | Sell |
3,975,501
-1,843,570
| -32% | -$185M | 3.4% | 8 |
|
|
2020
Q2 | $515M | Sell |
5,819,071
-320,138
| -5% | -$26.6M | 4.24% | 5 |
|
|
2020
Q1 | $477M | Buy |
6,139,209
+1,396,174
| +29% | +$122M | 4.45% | 5 |
|
|
2019
Q4 | $429M | Sell |
4,743,035
-29,781
| -0.6% | -$2.68M | 2.46% | 11 |
|
|
2019
Q3 | $429M | Buy |
4,772,816
+277,486
| +6% | +$25.6M | 2.99% | 11 |
|
|
2019
Q2 | $416M | Buy |
4,495,330
+9,465
| +0.2% | +$870K | 3.01% | 11 |
|
|
2019
Q1 | $402M | Sell |
4,485,865
-100,693
| -2% | -$8.45M | 3.02% | 11 |
|
|
2018
Q4 | $340M | Sell |
4,586,558
-49,310
| -1% | -$4.09M | 2.89% | 11 |
|
|
2018
Q3 | $416M | Sell |
4,635,868
-1,189,271
| -20% | -$104M | 3% | 11 |
|
|
2018
Q2 | $477M | Sell |
5,825,139
-208,591
| -3% | -$16.6M | 3.51% | 10 |
|
|
2018
Q1 | $440M | Buy |
6,033,730
+23,105
| +0.4% | +$1.79M | 3.33% | 9 |
|
|
2017
Q4 | $498M | Sell |
6,010,625
-69,905
| -1% | -$5.63M | 3.38% | 9 |
|
|
2017
Q3 | $502M | Sell |
6,080,530
-63,165
| -1% | -$5.12M | 3.81% | 8 |
|
|
2017
Q2 | $498M | Sell |
6,143,695
-23,050
| -0.4% | -$1.76M | 4.51% | 8 |
|
|
2017
Q1 | $454M | Buy |
6,166,745
+247,575
| +4% | +$17.6M | 4% | 9 |
|
|
2016
Q4 | $398M | Sell |
5,919,170
-562,817
| -9% | -$37.2M | 3.55% | 12 |
|
|
2016
Q3 | $424M | Sell |
6,481,987
-106,535
| -2% | -$6.73M | 4.1% | 9 |
|
|
2016
Q2 | $386M | Sell |
6,588,522
-6,541
| -0.1% | -$395K | 3.97% | 9 |
|
|
2016
Q1 | $413M | Sell |
6,595,063
-432,095
| -6% | -$24.2M | 4.58% | 9 |
|
|
2015
Q4 | $393M | Buy |
7,027,158
+9,815
| +0.1% | +$574K | 4.73% | 9 |
|
|
2015
Q3 | $397M | Sell |
7,017,343
-4,560
| -0.1% | -$265K | 4.36% | 10 |
|
|
2015
Q2 | $450M | Sell |
7,021,903
-49,755
| -0.7% | -$3.12M | 3.8% | 12 |
|
|
2015
Q1 | $473M | Sell |
7,071,658
-11,265
| -0.2% | -$767K | 4.55% | 11 |
|
|
2014
Q4 | $489M | Buy |
7,082,923
+13,130
| +0.2% | +$898K | 4.36% | 11 |
|
|
2014
Q3 | $502M | Sell |
7,069,793
-32,030
| -0.5% | -$2.22M | 4.38% | 10 |
|
|
2014
Q2 | $462M | Buy |
7,101,823
+122,695
| +2% | +$7.3M | 3.92% | 12 |
|
|
2014
Q1 | $479M | Sell |
6,979,128
-75,989
| -1% | -$4.19M | 3.69% | 11 |
|
|
2013
Q4 | $454M | Sell |
7,055,117
-1,495,041
| -17% | -$82.2M | 3.96% | 11 |
|
|
2013
Q3 | $434M | Buy |
8,550,158
+338,930
| +4% | +$16.7M | 4.79% | 10 |
|
|
2013
Q2 | $244M | Buy |
+8,211,228
| New | +$405M | 3.67% | 14 |
|
Other funds holding CNI
VCM
Beutel, Goodman & Co's CNI Position: Q1 2026 in Review
Beutel, Goodman & Co reduced its Canadian National Railway (CNI) stake by 8.1% in Q1 2026, selling an estimated $22.1M and leaving 2,415,690 shares worth $248M. The position accounts for 1.68% of the portfolio, ranked #26.
Beutel, Goodman & Co first reported a position in CNI in Q2 2013 and has held it in 52 quarters since. The position peaked at $771M in Q4 2021. 824 funds tracked by Wall St. Rank hold CNI as of Q1 2026.
- Beutel, Goodman & Co held 2,415,690 shares of Canadian National Railway worth $248M as of Q1 2026.
- Beutel, Goodman & Co sold 213,821 Canadian National Railway shares in Q1 2026, an estimated $22.1M.
- Canadian National Railway made up 1.68% of Beutel, Goodman & Co's portfolio in Q1 2026, its #26 holding.
- Beutel, Goodman & Co first reported a position in Canadian National Railway in Q2 2013 and has held it in 52 quarters since.
- Beutel, Goodman & Co's Canadian National Railway position peaked at $771M in Q4 2021.
- 824 funds tracked by Wall St. Rank held Canadian National Railway as of Q1 2026.
Based on Beutel, Goodman & Co's 13F filing for Q1 2026, filed 15 May 2026.