Corient Private Wealth
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Corient Private Wealth’s Canadian Pacific Kansas City CP Stock Holding History

Corient Private Wealth’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 		$25.7M Sell
326,785
-397,771
-55% -$31.4M 0.04% 351
2025
Q4 		$53.2M Buy
724,556
+306,555
+73% +$22.6M 0.04% 348
2025
Q3 		$31.1M Sell
418,001
-396,345
-49% -$30.3M 0.05% 314
2025
Q2 		$64.6M Sell
814,346
-11,362
-1% -$874K 0.09% 201
2025
Q1 		$58M Sell
825,708
-212,043
-20% -$16.1M 0.09% 201
2024
Q4 		$75.1M Sell
1,037,751
-66,014
-6% -$5.09M 0.12% 168
2024
Q3 		$94.4M Buy
1,103,765
+37,015
+3% +$3.04M 0.15% 147
2024
Q2 		$84M Buy
1,066,750
+218,286
+26% +$17.8M 0.15% 150
2024
Q1 		$74.8M Buy
848,464
+155,563
+22% +$13.1M 0.13% 168
2023
Q4 		$54.8M Buy
692,901
+99,686
+17% +$7.3M 0.1% 205
2023
Q3 		$44.1M Buy
593,215
+21,756
+4% +$1.73M 0.1% 213
2023
Q2 		$46.2M Buy
571,459
+334,607
+141% +$26.4M 0.11% 201
2023
Q1 		$18.2M Sell
236,852
-104,820
-31% -$8.09M 0.05% 331
2022
Q4 		$25.5M Buy
+341,672
New +$25.7M 0.09% 234

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

Corient Private Wealth's CP Position: Q1 2026 in Review

Corient Private Wealth reduced its Canadian Pacific Kansas City (CP) stake by 55% in Q1 2026, selling an estimated $31.4M and leaving 326,785 shares worth $25.7M. The position accounts for 0.04% of the portfolio, ranked #351.

Corient Private Wealth first reported a position in CP in Q4 2022 and has held it in 14 quarters since. The position peaked at $94.4M in Q3 2024. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Corient Private Wealth held 326,785 shares of Canadian Pacific Kansas City worth $25.7M as of Q1 2026.
  • Corient Private Wealth sold 397,771 Canadian Pacific Kansas City shares in Q1 2026, an estimated $31.4M.
  • Canadian Pacific Kansas City made up 0.04% of Corient Private Wealth's portfolio in Q1 2026, its #351 holding.
  • Corient Private Wealth first reported a position in Canadian Pacific Kansas City in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Canadian Pacific Kansas City position peaked at $94.4M in Q3 2024.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.