EP Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

EP Wealth Advisors’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	$656K	Sell	8,341 -314	-4%	-$24.8K	﹤0.01%	793
2025 Q4	$637K	Buy	+8,655	New	+$637K	﹤0.01%	763
2025 Q2	$354K	Buy	+4,466	New	+$344K	﹤0.01%	928
2024 Q4	–	Sell	-2,589	Closed	-$221K	–	1254
2024 Q3	$221K	Buy	+2,589	New	+$213K	﹤0.01%	991
2024 Q2	–	Sell	-3,056	Closed	-$269K	–	864
2024 Q1	$269K	Buy	3,056 +323	+12%	+$27.1K	﹤0.01%	663
2023 Q4	$216K	Sell	2,733 -226	-8%	-$16.5K	﹤0.01%	696
2023 Q3	$220K	Buy	+2,959	New	+$235K	﹤0.01%	640

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

EP Wealth Advisors's CP Position: Q1 2026 in Review

EP Wealth Advisors reduced its Canadian Pacific Kansas City (CP) stake by 3.6% in Q1 2026, selling an estimated $24.8K and leaving 8,341 shares worth $656K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

EP Wealth Advisors first reported a position in CP in Q3 2023 and has held it in 7 quarters since. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

EP Wealth Advisors held 8,341 shares of Canadian Pacific Kansas City worth $656K as of Q1 2026.
EP Wealth Advisors sold 314 Canadian Pacific Kansas City shares in Q1 2026, an estimated $24.8K.
Canadian Pacific Kansas City made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #793 holding.
EP Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q3 2023 and has held it in 7 quarters since.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.