CIA
CP icon

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

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 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. 375 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.
  • 375 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.