Cerity Partners
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Cerity Partners’s Canadian Pacific Kansas City CP Stock Holding History

Cerity Partners’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
Q1 		$4.79M Buy
60,908
+12,333
+25% +$975K 0.01% 1035
2025
Q4 		$3.58M Sell
48,575
-17,744
-27% -$1.31M 0.01% 1080
2025
Q3 		$4.94M Sell
66,319
-5,202
-7% -$397K 0.01% 860
2025
Q2 		$5.67M Sell
71,521
-6,418
-8% -$494K 0.01% 749
2025
Q1 		$5.47M Buy
77,939
+2,234
+3% +$170K 0.01% 706
2024
Q4 		$5.97M Sell
75,705
-5,862
-7% -$452K 0.01% 647
2024
Q3 		$6.98M Buy
81,567
+20,220
+33% +$1.66M 0.02% 598
2024
Q2 		$4.83M Sell
61,347
-11,496
-16% -$936K 0.01% 617
2024
Q1 		$6.35M Buy
72,843
+33,790
+87% +$2.84M 0.02% 583
2023
Q4 		$3.09M Buy
39,053
+8,002
+26% +$586K 0.01% 654
2023
Q3 		$2.31M Sell
31,051
-4,398
-12% -$349K 0.01% 549
2023
Q2 		$2.86M Buy
35,449
+10,016
+39% +$791K 0.01% 632
2023
Q1 		$1.96M Buy
25,433
+12,725
+100% +$982K ﹤0.01% 729
2022
Q4 		$948K Buy
12,708
+4,434
+54% +$334K 0.01% 711
2022
Q3 		$552K Sell
8,274
-323
-4% -$24.4K 0.01% 679
2022
Q2 		$601K Buy
8,597
+3,969
+86% +$287K 0.01% 686
2022
Q1 		$381K Sell
4,628
-2,158
-32% -$162K 0.01% 659
2021
Q4 		$493K Buy
+6,786
New +$496K 0.01% 602

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Cerity Partners's CP Position: Q1 2026 in Review

Cerity Partners increased its Canadian Pacific Kansas City (CP) stake by 25% in Q1 2026, buying an estimated $975K and bringing the position to 60,908 shares worth $4.79M. The position accounts for 0.01% of the portfolio, ranked #1035.

Cerity Partners first reported a position in CP in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.98M in Q3 2024. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Cerity Partners held 60,908 shares of Canadian Pacific Kansas City worth $4.79M as of Q1 2026.
  • Cerity Partners bought 12,333 Canadian Pacific Kansas City shares in Q1 2026, an estimated $975K.
  • Canadian Pacific Kansas City made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #1035 holding.
  • Cerity Partners first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 18 quarters since.
  • Cerity Partners's Canadian Pacific Kansas City position peaked at $6.98M in Q3 2024.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.