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Corient IA’s Canadian Pacific Kansas City CP Stock Holding History

Corient IA’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 		$95.3K Sell
1,100
-2,220
-67% -$190K 0.09% 224
2026
Q1 		$261K Hold
3,320
– – 0.25% 162
2025
Q4 		$244K Sell
3,320
-1,680
-34% -$124K 0.23% 177
2025
Q3 		$372K Sell
5,000
-5,228
-51% -$399K 0.28% 143
2025
Q2 		$811K Hold
10,228
– – 0.48% 49
2025
Q1 		$718K Buy
+10,228
New +$778K 0.51% 44

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

Corient IA's CP Position: Q2 2026 in Review

Corient IA reduced its Canadian Pacific Kansas City (CP) stake by 67% in Q2 2026, selling an estimated $190K and leaving 1,100 shares worth $95.3K. The position accounts for 0.09% of the portfolio, ranked #224.

Corient IA first reported a position in CP in Q1 2025 and has held it in 6 quarters since. The position peaked at $811K in Q2 2025. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Corient IA held 1,100 shares of Canadian Pacific Kansas City worth $95.3K as of Q2 2026.
  • Corient IA sold 2,220 Canadian Pacific Kansas City shares in Q2 2026, an estimated $190K.
  • Canadian Pacific Kansas City made up 0.09% of Corient IA's portfolio in Q2 2026, its #224 holding.
  • Corient IA first reported a position in Canadian Pacific Kansas City in Q1 2025 and has held it in 6 quarters since.
  • Corient IA's Canadian Pacific Kansas City position peaked at $811K in Q2 2025.
  • 980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.