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

Choate 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 		$2.7M Sell
31,146
-67,699
-68% -$5.8M 0.05% 146
2026
Q1 		$7.78M Buy
98,845
+456
+0.5% +$36K 0.15% 70
2025
Q4 		$7.24M Buy
98,389
+740
+0.8% +$54.5K 0.14% 69
2025
Q3 		$7.27M Buy
97,649
+2,915
+3% +$223K 0.15% 68
2025
Q2 		$7.51M Buy
94,734
+5,514
+6% +$424K 0.16% 67
2025
Q1 		$6.26M Buy
89,220
+10,471
+13% +$797K 0.16% 73
2024
Q4 		$5.7M Buy
78,749
+7,890
+11% +$608K 0.14% 79
2024
Q3 		$6.06M Sell
70,859
-6,584
-9% -$541K 0.15% 76
2024
Q2 		$6.1M Buy
77,443
+5,433
+8% +$442K 0.16% 74
2024
Q1 		$6.35M Buy
72,010
+14,037
+24% +$1.18M 0.17% 74
2023
Q4 		$4.58M Buy
57,973
+28,929
+100% +$2.12M 0.14% 83
2023
Q3 		$2.16M Buy
+29,044
New +$2.3M 0.08% 103
2023
Q2 		– Sell
-25,831
Closed -$1.99M – 349
2023
Q1 		$1.99M Buy
25,831
+5,901
+30% +$456K 0.1% 88
2022
Q4 		$1.49M Buy
+19,930
New +$1.5M 0.09% 94

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

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

Choate Investment Advisors reduced its Canadian Pacific Kansas City (CP) stake by 68% in Q2 2026, selling an estimated $5.8M and leaving 31,146 shares worth $2.7M. The position accounts for 0.05% of the portfolio, ranked #146.

Choate Investment Advisors first reported a position in CP in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.78M in Q1 2026. 983 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Choate Investment Advisors held 31,146 shares of Canadian Pacific Kansas City worth $2.7M as of Q2 2026.
  • Choate Investment Advisors sold 67,699 Canadian Pacific Kansas City shares in Q2 2026, an estimated $5.8M.
  • Canadian Pacific Kansas City made up 0.05% of Choate Investment Advisors's portfolio in Q2 2026, its #146 holding.
  • Choate Investment Advisors first reported a position in Canadian Pacific Kansas City in Q4 2022 and has held it in 14 quarters since.
  • Choate Investment Advisors's Canadian Pacific Kansas City position peaked at $7.78M in Q1 2026.
  • 983 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.