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

Concurrent 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	$663K	Sell	7,652 -1,698	-18%	-$145K	0.01%	1238
2026 Q1	$735K	Sell	9,350 -1,746	-16%	-$138K	0.01%	1029
2025 Q4	$817K	Buy	11,096 +3,854	+53%	+$284K	0.01%	924
2025 Q3	$539K	Sell	7,242 -881	-11%	-$67.3K	0.01%	888
2025 Q2	$644K	Buy	8,123 +2,133	+36%	+$164K	0.01%	759
2025 Q1	$421K	Buy	5,990 +2,467	+70%	+$188K	0.01%	796
2024 Q4	$255K	Buy	3,523 +1,039	+42%	+$80.1K	0.01%	890
2024 Q3	$212K	Sell	2,484 -618	-20%	-$50.8K	0.01%	925
2024 Q2	$244K	Sell	3,102 -2,256	-42%	-$184K	0.01%	804
2024 Q1	$472K	Sell	5,358 -2,615	-33%	-$219K	0.02%	566
2023 Q4	$630K	Buy	+7,973	New	+$584K	0.03%	435

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

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

Concurrent Investment Advisors reduced its Canadian Pacific Kansas City (CP) stake by 18% in Q2 2026, selling an estimated $145K and leaving 7,652 shares worth $663K. The position accounts for 0.01% of the portfolio, ranked #1238.

Concurrent Investment Advisors first reported a position in CP in Q4 2023 and has held it in 11 quarters since. The position peaked at $817K in Q4 2025. 986 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Concurrent Investment Advisors held 7,652 shares of Canadian Pacific Kansas City worth $663K as of Q2 2026.
Concurrent Investment Advisors sold 1,698 Canadian Pacific Kansas City shares in Q2 2026, an estimated $145K.
Canadian Pacific Kansas City made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1238 holding.
Concurrent Investment Advisors first reported a position in Canadian Pacific Kansas City in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Canadian Pacific Kansas City position peaked at $817K in Q4 2025.
986 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.