CVA Family Office’s Canadian Pacific Kansas City CP Stock Holding History

CVA Family Office’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	$121K	Hold	1,402	–	–	0.01%	434
2026 Q1	$110K	Hold	1,402	–	–	0.01%	435
2025 Q4	$103K	Hold	1,402	–	–	0.01%	415
2025 Q3	$104K	Hold	1,402	–	–	0.01%	410
2025 Q2	$111K	Hold	1,402	–	–	0.02%	389
2025 Q1	$98.4K	Hold	1,402	–	–	0.02%	391
2024 Q4	$101K	Sell	1,402 -660	-32%	-$50.9K	0.02%	384
2024 Q3	$176K	Hold	2,062	–	–	0.03%	283
2024 Q2	$162K	Hold	2,062	–	–	0.03%	272
2024 Q1	$182K	Hold	2,062	–	–	0.03%	259
2023 Q4	$163K	Buy	+2,062	New	+$151K	0.03%	264
2023 Q3	–	Sell	-2,062	Closed	-$167K	–	382
2023 Q2	$167K	Hold	2,062	–	–	0.03%	246
2023 Q1	$159K	Hold	2,062	–	–	0.04%	245
2022 Q4	$154K	Hold	2,062	–	–	0.04%	240
2022 Q3	$138K	Hold	2,062	–	–	0.04%	207
2022 Q2	$144K	Hold	2,062	–	–	0.04%	196
2022 Q1	$170K	Sell	2,062 -157	-7%	-$11.8K	0.04%	190
2021 Q4	$160K	Buy	+2,219	New	+$162K	0.04%	184

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

CVA Family Office's CP Position: Q2 2026 in Review

CVA Family Office held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 1,402 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #434.

CVA Family Office first reported a position in CP in Q4 2021 and has held it in 18 quarters since. The position peaked at $182K in Q1 2024. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

CVA Family Office held 1,402 shares of Canadian Pacific Kansas City worth $121K as of Q2 2026.
CVA Family Office left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
Canadian Pacific Kansas City made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #434 holding.
CVA Family Office first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 18 quarters since.
CVA Family Office's Canadian Pacific Kansas City position peaked at $182K in Q1 2024.
976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.