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Daymark Wealth Partners’s Canadian Pacific Kansas City CP Stock Holding History

Daymark Wealth Partners’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 		$264K Sell
3,362
-865
-20% -$68.4K 0.01% 617
2025
Q4 		$311K Sell
4,227
-760
-15% -$55.9K 0.01% 482
2025
Q3 		$371K Sell
4,987
-847
-15% -$64.7K 0.01% 440
2025
Q2 		$462K Buy
5,834
+1,283
+28% +$98.7K 0.02% 366
2025
Q1 		$320K Sell
4,551
-488
-10% -$37.1K 0.01% 405
2024
Q4 		$365K Buy
5,039
+473
+10% +$36.4K 0.02% 376
2024
Q3 		$391K Buy
4,566
+52
+1% +$4.28K 0.02% 379
2024
Q2 		$355K Sell
4,514
-128
-3% -$10.4K 0.02% 375
2024
Q1 		$409K Buy
4,642
+69
+2% +$5.79K 0.02% 289
2023
Q4 		$362K Sell
4,573
-5,871
-56% -$430K 0.02% 289
2023
Q3 		$777K Sell
10,444
-10
-0.1% -$793 0.05% 194
2023
Q2 		$844K Sell
10,454
-708
-6% -$55.9K 0.06% 182
2023
Q1 		$859K Sell
11,162
-79
-0.7% -$6.1K 0.11% 143
2022
Q4 		$838K Buy
+11,241
New +$846K 0.15% 109

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

Daymark Wealth Partners's CP Position: Q1 2026 in Review

Daymark Wealth Partners reduced its Canadian Pacific Kansas City (CP) stake by 20% in Q1 2026, selling an estimated $68.4K and leaving 3,362 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #617.

Daymark Wealth Partners first reported a position in CP in Q4 2022 and has held it in 14 quarters since. The position peaked at $859K in Q1 2023. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Daymark Wealth Partners held 3,362 shares of Canadian Pacific Kansas City worth $264K as of Q1 2026.
  • Daymark Wealth Partners sold 865 Canadian Pacific Kansas City shares in Q1 2026, an estimated $68.4K.
  • Canadian Pacific Kansas City made up 0.01% of Daymark Wealth Partners's portfolio in Q1 2026, its #617 holding.
  • Daymark Wealth Partners first reported a position in Canadian Pacific Kansas City in Q4 2022 and has held it in 14 quarters since.
  • Daymark Wealth Partners's Canadian Pacific Kansas City position peaked at $859K in Q1 2023.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.