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Douglas Lane & Associates’s Canadian Pacific Kansas City CP Stock Holding History

Douglas Lane & Associates’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
Q3 		$5.34M Sell
62,777
-43,328
-41% -$3.93M 0.07% 131
2026
Q2 		$9.19M Sell
106,105
-41,289
-28% -$3.54M 0.12% 123
2026
Q1 		$11.6M Sell
147,394
-31,864
-18% -$2.52M 0.17% 111
2025
Q4 		$13.2M Buy
179,258
+19,387
+12% +$1.43M 0.18% 112
2025
Q3 		$11.9M Buy
159,871
+37,791
+31% +$2.89M 0.17% 110
2025
Q2 		$9.68M Buy
122,080
+57,616
+89% +$4.43M 0.14% 116
2025
Q1 		$4.53M Buy
+64,464
New +$4.9M 0.07% 129
2024
Q2 		– Sell
-2,840
Closed -$250K – 234
2024
Q1 		$250K Sell
2,840
-360
-11% -$30.2K ﹤0.01% 219
2023
Q4 		$253K Sell
3,200
-44
-1% -$3.22K ﹤0.01% 219
2023
Q3 		$241K Buy
3,244
+35
+1% +$2.78K ﹤0.01% 215
2023
Q2 		$259K Sell
3,209
-169
-5% -$13.3K ﹤0.01% 207
2023
Q1 		$260K Hold
3,378
– – ﹤0.01% 213
2022
Q4 		$252K Hold
3,378
– – ﹤0.01% 210
2022
Q3 		$225K Hold
3,378
– – ﹤0.01% 205
2022
Q2 		$236K Hold
3,378
– – ﹤0.01% 205
2022
Q1 		$279K Buy
3,378
+42
+1% +$3.16K ﹤0.01% 204
2021
Q4 		$240K Buy
+3,336
New +$244K ﹤0.01% 219

Other funds holding CP

AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
RIM
Reliant Investment Management Memphis, Tennessee $271M AUM 26.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Douglas Lane & Associates's CP Position: Q3 2026 in Review

Douglas Lane & Associates reduced its Canadian Pacific Kansas City (CP) stake by 41% in Q3 2026, selling an estimated $3.93M and leaving 62,777 shares worth $5.34M. The position accounts for 0.07% of the portfolio, ranked #131.

Douglas Lane & Associates first reported a position in CP in Q4 2021 and has held it in 17 quarters since. The position peaked at $13.2M in Q4 2025. 87 funds tracked by Wall St. Rank hold CP as of Q3 2026.

  • Douglas Lane & Associates held 62,777 shares of Canadian Pacific Kansas City worth $5.34M as of Q3 2026.
  • Douglas Lane & Associates sold 43,328 Canadian Pacific Kansas City shares in Q3 2026, an estimated $3.93M.
  • Canadian Pacific Kansas City made up 0.07% of Douglas Lane & Associates's portfolio in Q3 2026, its #131 holding.
  • Douglas Lane & Associates first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 17 quarters since.
  • Douglas Lane & Associates's Canadian Pacific Kansas City position peaked at $13.2M in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.