Blue Zone Wealth Advisors
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Blue Zone Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Blue Zone Wealth Advisors’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
Q3 		$6.01M Sell
70,655
-1,702
-2% -$154K 0.95% 27
2026
Q2 		$6.27M Sell
72,357
-4,603
-6% -$394K 1.09% 29
2026
Q1 		$6.05M Sell
76,960
-5,044
-6% -$399K 1.23% 33
2025
Q4 		$6.04M Buy
82,004
+396
+0.5% +$29.1K 1.15% 34
2025
Q3 		$6.08M Buy
81,608
+1,884
+2% +$144K 1.21% 36
2025
Q2 		$6.32M Buy
79,724
+2,767
+4% +$213K 1.58% 26
2025
Q1 		$5.4M Buy
76,957
+22,914
+42% +$1.74M 1.5% 31
2024
Q4 		$3.91M Buy
54,043
+2,187
+4% +$168K 1.13% 44
2024
Q3 		$4.44M Buy
51,856
+3,784
+8% +$311K 1.38% 34
2024
Q2 		$3.78M Buy
48,072
+894
+2% +$72.8K 1.31% 37
2024
Q1 		$4.16M Buy
+47,178
New +$3.96M 1.43% 33

Other funds holding CP

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Blue Zone Wealth Advisors's CP Position: Q3 2026 in Review

Blue Zone Wealth Advisors reduced its Canadian Pacific Kansas City (CP) stake by 2.4% in Q3 2026, selling an estimated $154K and leaving 70,655 shares worth $6.01M. The position accounts for 0.95% of the portfolio, ranked #27.

Blue Zone Wealth Advisors first reported a position in CP in Q1 2024 and has held it in 11 quarters since. The position peaked at $6.32M in Q2 2025. 844 funds tracked by Wall St. Rank hold CP as of Q3 2026.

  • Blue Zone Wealth Advisors held 70,655 shares of Canadian Pacific Kansas City worth $6.01M as of Q3 2026.
  • Blue Zone Wealth Advisors sold 1,702 Canadian Pacific Kansas City shares in Q3 2026, an estimated $154K.
  • Canadian Pacific Kansas City made up 0.95% of Blue Zone Wealth Advisors's portfolio in Q3 2026, its #27 holding.
  • Blue Zone Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q1 2024 and has held it in 11 quarters since.
  • Blue Zone Wealth Advisors's Canadian Pacific Kansas City position peaked at $6.32M in Q2 2025.
  • 844 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.