CAL
CP icon

Capital Advisors Ltd’s Canadian Pacific Kansas City CP Stock Holding History

Capital Advisors Ltd’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 		$167K Sell
1,924
-381
-17% -$32.6K 0.02% 321
2026
Q1 		$181K Hold
2,305
– – 0.02% 304
2025
Q4 		$170K Hold
2,305
– – 0.02% 301
2025
Q3 		$172K Hold
2,305
– – 0.02% 298
2025
Q2 		$183K Hold
2,305
– – 0.02% 285
2025
Q1 		$162K Hold
2,305
– – 0.02% 292
2024
Q4 		$167K Buy
2,305
+28
+1% +$2.16K 0.02% 290
2024
Q3 		$195K Buy
2,277
+21
+0.9% +$1.73K 0.02% 269
2024
Q2 		$178K Buy
2,256
+96
+4% +$7.81K 0.02% 282
2024
Q1 		$190K Buy
2,160
+105
+5% +$8.81K 0.02% 277
2023
Q4 		$163K Buy
2,055
+224
+12% +$16.4K 0.02% 288
2023
Q3 		$136K Buy
1,831
+124
+7% +$9.84K 0.02% 299
2023
Q2 		$138K Buy
1,707
+154
+10% +$12.2K 0.02% 305
2023
Q1 		$119K Hold
1,553
– – 0.02% 295
2022
Q4 		$116K Buy
1,553
+49
+3% +$3.69K 0.02% 305
2022
Q3 		$100K Buy
+1,504
New +$114K 0.02% 310

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

Capital Advisors Ltd's CP Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Canadian Pacific Kansas City (CP) stake by 17% in Q2 2026, selling an estimated $32.6K and leaving 1,924 shares worth $167K. The position accounts for 0.02% of the portfolio, ranked #321.

Capital Advisors Ltd first reported a position in CP in Q3 2022 and has held it in 16 quarters since. The position peaked at $195K in Q3 2024. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Capital Advisors Ltd held 1,924 shares of Canadian Pacific Kansas City worth $167K as of Q2 2026.
  • Capital Advisors Ltd sold 381 Canadian Pacific Kansas City shares in Q2 2026, an estimated $32.6K.
  • Canadian Pacific Kansas City made up 0.02% of Capital Advisors Ltd's portfolio in Q2 2026, its #321 holding.
  • Capital Advisors Ltd first reported a position in Canadian Pacific Kansas City in Q3 2022 and has held it in 16 quarters since.
  • Capital Advisors Ltd's Canadian Pacific Kansas City position peaked at $195K in Q3 2024.
  • 976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.