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Clearstead Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Clearstead 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
Q1 		$1M Sell
12,736
-22
-0.2% -$1.74K 0.01% 526
2025
Q4 		$939K Sell
12,758
-601
-4% -$44.2K 0.01% 494
2025
Q3 		$995K Buy
13,359
+1
+0% +$76 0.01% 464
2025
Q2 		$1.06M Buy
13,358
+51
+0.4% +$3.92K 0.01% 423
2025
Q1 		$934K Buy
13,307
+246
+2% +$18.7K 0.01% 429
2024
Q4 		$945K Sell
13,061
-972
-7% -$74.9K 0.01% 418
2024
Q3 		$1.2M Buy
14,033
+494
+4% +$40.6K 0.02% 387
2024
Q2 		$1.07M Buy
13,539
+11,630
+609% +$946K 0.02% 383
2024
Q1 		$157K Sell
1,909
-17
-0.9% -$1.43K 0.01% 508
2023
Q4 		$152K Sell
1,926
-3,392
-64% -$248K 0.01% 499
2023
Q3 		$396K Buy
5,318
+2,708
+104% +$215K 0.01% 443
2023
Q2 		$211K Hold
2,610
– – 0.01% 424
2023
Q1 		$201K Hold
2,610
– – 0.01% 396
2022
Q4 		$195K Buy
2,610
+750
+40% +$56.4K 0.02% 387
2022
Q3 		$124K Hold
1,860
– – 0.01% 431
2022
Q2 		$130K Hold
1,860
– – 0.01% 449
2022
Q1 		$154K Hold
1,860
– – 0.01% 459
2021
Q4 		$134K Hold
1,860
– – 0.01% 461
2021
Q3 		$121K Hold
1,860
– – 0.01% 445
2021
Q2 		$143K Hold
1,860
– – 0.01% 390
2021
Q1 		$141K Hold
1,860
– – 0.01% 379
2020
Q4 		$129K Hold
1,860
– – 0.01% 374
2020
Q3 		$113K Hold
1,860
– – 0.01% 356
2020
Q2 		$95K Buy
1,860
+930
+100% +$44.1K 0.01% 353
2020
Q1 		$41K Buy
+930
New +$45.8K 0.01% 428

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

Clearstead Advisors's CP Position: Q1 2026 in Review

Clearstead Advisors reduced its Canadian Pacific Kansas City (CP) stake by 0.17% in Q1 2026, selling an estimated $1.74K and leaving 12,736 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #526.

Clearstead Advisors first reported a position in CP in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.2M in Q3 2024. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Clearstead Advisors held 12,736 shares of Canadian Pacific Kansas City worth $1M as of Q1 2026.
  • Clearstead Advisors sold 22 Canadian Pacific Kansas City shares in Q1 2026, an estimated $1.74K.
  • Canadian Pacific Kansas City made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #526 holding.
  • Clearstead Advisors first reported a position in Canadian Pacific Kansas City in Q1 2020 and has held it in 25 quarters since.
  • Clearstead Advisors's Canadian Pacific Kansas City position peaked at $1.2M in Q3 2024.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.