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Checchi Capital Advisers’s Canadian Pacific Kansas City CP Stock Holding History

Checchi Capital Advisers’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 		$325K Sell
3,748
-145
-4% -$12.4K 0.01% 465
2026
Q1 		$306K Sell
3,893
-225
-5% -$17.8K 0.02% 465
2025
Q4 		$303K Sell
4,118
-540
-12% -$39.7K 0.02% 431
2025
Q3 		$347K Sell
4,658
-247
-5% -$18.9K 0.02% 410
2025
Q2 		$389K Sell
4,905
-258
-5% -$19.8K 0.02% 392
2025
Q1 		$362K Buy
5,163
+42
+0.8% +$3.19K 0.02% 407
2024
Q4 		$371K Sell
5,121
-168
-3% -$12.9K 0.02% 390
2024
Q3 		$452K Sell
5,289
-194
-4% -$15.9K 0.03% 357
2024
Q2 		$432K Sell
5,483
-330
-6% -$26.9K 0.02% 350
2024
Q1 		$513K Sell
5,813
-2,451
-30% -$206K 0.04% 319
2023
Q4 		$654K Sell
8,264
-1,075
-12% -$78.7K 0.05% 249
2023
Q3 		$695K Buy
9,339
+254
+3% +$20.1K 0.06% 223
2023
Q2 		$734K Buy
+9,085
New +$717K 0.07% 217
2023
Q1 		– Sell
-8,883
Closed -$663K – 571
2022
Q4 		$663K Sell
8,883
-276
-3% -$20.8K 0.07% 219
2022
Q3 		$611K Buy
9,159
+16
+0.2% +$1.21K 0.06% 221
2022
Q2 		$721K Sell
9,143
-1,514
-14% -$110K 0.06% 215
2022
Q1 		$880K Sell
10,657
-292
-3% -$22K 0.07% 172
2021
Q4 		$788K Buy
+10,949
New +$800K 0.07% 179
2021
Q3 		– Sell
-2,959
Closed -$228K – 529
2021
Q2 		$228K Buy
2,959
+174
+6% +$13.5K 0.02% 465
2021
Q1 		$211K Buy
+2,785
New +$200K 0.02% 473
2016
Q3 		– Sell
-2,660
Closed -$69K – 574
2016
Q2 		$69K Hold
2,660
– – 0.01% 722
2016
Q1 		$71K Buy
+2,660
New +$64.8K 0.02% 710

Other funds holding CP

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Checchi Capital Advisers's CP Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Canadian Pacific Kansas City (CP) stake by 3.7% in Q2 2026, selling an estimated $12.4K and leaving 3,748 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #465.

Checchi Capital Advisers first reported a position in CP in Q1 2016 and has held it in 22 quarters since. The position peaked at $880K in Q1 2022. 526 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Checchi Capital Advisers held 3,748 shares of Canadian Pacific Kansas City worth $325K as of Q2 2026.
  • Checchi Capital Advisers sold 145 Canadian Pacific Kansas City shares in Q2 2026, an estimated $12.4K.
  • Canadian Pacific Kansas City made up 0.01% of Checchi Capital Advisers's portfolio in Q2 2026, its #465 holding.
  • Checchi Capital Advisers first reported a position in Canadian Pacific Kansas City in Q1 2016 and has held it in 22 quarters since.
  • Checchi Capital Advisers's Canadian Pacific Kansas City position peaked at $880K in Q1 2022.
  • 526 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.