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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
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

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

Douglas Lane & Associates's CP Position: Q2 2026 in Review

Douglas Lane & Associates reduced its Canadian Pacific Kansas City (CP) stake by 28% in Q2 2026, selling an estimated $3.54M and leaving 106,105 shares worth $9.19M. The position accounts for 0.12% of the portfolio, ranked #123.

Douglas Lane & Associates first reported a position in CP in Q4 2021 and has held it in 16 quarters since. The position peaked at $13.2M in Q4 2025. 977 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Douglas Lane & Associates held 106,105 shares of Canadian Pacific Kansas City worth $9.19M as of Q2 2026.
  • Douglas Lane & Associates sold 41,289 Canadian Pacific Kansas City shares in Q2 2026, an estimated $3.54M.
  • Canadian Pacific Kansas City made up 0.12% of Douglas Lane & Associates's portfolio in Q2 2026, its #123 holding.
  • Douglas Lane & Associates first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 16 quarters since.
  • Douglas Lane & Associates's Canadian Pacific Kansas City position peaked at $13.2M in Q4 2025.
  • 977 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.