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

Capital Investment 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 Q2	$241K	Buy	2,780 +225	+9%	+$19.3K	﹤0.01%	705
2026 Q1	$201K	Buy	+2,555	New	+$202K	﹤0.01%	717
2024 Q4	–	Sell	-3,492	Closed	-$299K	–	679
2024 Q3	$299K	Buy	3,492 +6	+0.2%	+$493	0.01%	510
2024 Q2	$274K	Hold	3,486	–	–	0.01%	503
2024 Q1	$307K	Hold	3,486	–	–	0.01%	477
2023 Q4	$276K	Hold	3,486	–	–	0.01%	489
2023 Q3	$259K	Buy	+3,486	New	+$277K	0.01%	488

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

Capital Investment Advisors increased its Canadian Pacific Kansas City (CP) stake by 8.8% in Q2 2026, buying an estimated $19.3K and bringing the position to 2,780 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Capital Investment Advisors first reported a position in CP in Q3 2023 and has held it in 7 quarters since. The position peaked at $307K in Q1 2024. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Capital Investment Advisors held 2,780 shares of Canadian Pacific Kansas City worth $241K as of Q2 2026.
Capital Investment Advisors bought 225 Canadian Pacific Kansas City shares in Q2 2026, an estimated $19.3K.
Canadian Pacific Kansas City made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #705 holding.
Capital Investment Advisors first reported a position in Canadian Pacific Kansas City in Q3 2023 and has held it in 7 quarters since.
Capital Investment Advisors's Canadian Pacific Kansas City position peaked at $307K in Q1 2024.
976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.