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Essex Financial Services’s Canadian Pacific Kansas City CP Stock Holding History

Essex Financial Services’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 		$376K Buy
4,785
+149
+3% +$11.8K 0.02% 544
2025
Q4 		$341K Sell
4,636
-310
-6% -$22.8K 0.02% 561
2025
Q3 		$368K Buy
4,946
+13
+0.3% +$993 0.02% 514
2025
Q2 		$391K Sell
4,933
-60
-1% -$4.62K 0.03% 471
2025
Q1 		$351K Sell
4,993
-35
-0.7% -$2.66K 0.03% 460
2024
Q4 		$364K Sell
5,028
-46
-0.9% -$3.54K 0.03% 442
2024
Q3 		$405K Buy
5,074
+78
+2% +$6.41K 0.03% 421
2024
Q2 		$391K Buy
4,996
+28
+0.6% +$2.28K 0.03% 423
2024
Q1 		$438K Buy
4,968
+53
+1% +$4.45K 0.04% 352
2023
Q4 		$389K Buy
4,915
+23
+0.5% +$1.68K 0.04% 349
2023
Q3 		$364K Sell
4,892
-57
-1% -$4.52K 0.04% 340
2023
Q2 		$400K Sell
4,949
-1,297
-21% -$102K 0.05% 315
2023
Q1 		$481K Buy
6,246
+2,028
+48% +$157K 0.05% 291
2022
Q4 		$314K Buy
4,218
+1
+0% +$75 0.03% 352
2022
Q3 		$281K Buy
4,217
+2
+0% +$151 0.03% 351
2022
Q2 		$294K Sell
4,215
-78
-2% -$5.65K 0.03% 355
2022
Q1 		$354K Buy
4,293
+1
+0% +$75 0.03% 339
2021
Q4 		$309K Buy
+4,292
New +$314K 0.03% 363
2016
Q2 		– Sell
-8,250
Closed -$219K – 307
2016
Q1 		$219K Sell
8,250
-2,570
-24% -$62.6K 0.05% 273
2015
Q4 		$276K Buy
10,820
+1,920
+22% +$53.9K 0.07% 244
2015
Q3 		$256K Sell
8,900
-975
-10% -$29.4K 0.07% 257
2015
Q2 		$316K Sell
9,875
-300
-3% -$10.7K 0.08% 229
2015
Q1 		$372K Sell
10,175
-1,000
-9% -$36.9K 0.1% 209
2014
Q4 		$431K Buy
11,175
+350
+3% +$13.9K 0.11% 191
2014
Q3 		$449K Hold
10,825
– – 0.13% 174
2014
Q2 		$392K Buy
10,825
+1,750
+19% +$57.4K 0.12% 192
2014
Q1 		$273K Hold
9,075
– – 0.09% 228
2013
Q4 		$275K Sell
9,075
-50
-0.5% -$1.44K 0.09% 216
2013
Q3 		$225 Buy
+9,125
New +$226K 0.07% 231

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

Essex Financial Services's CP Position: Q1 2026 in Review

Essex Financial Services increased its Canadian Pacific Kansas City (CP) stake by 3.2% in Q1 2026, buying an estimated $11.8K and bringing the position to 4,785 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #544.

Essex Financial Services first reported a position in CP in Q3 2013 and has held it in 29 quarters since. The position peaked at $481K in Q1 2023. 951 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Essex Financial Services held 4,785 shares of Canadian Pacific Kansas City worth $376K as of Q1 2026.
  • Essex Financial Services bought 149 Canadian Pacific Kansas City shares in Q1 2026, an estimated $11.8K.
  • Canadian Pacific Kansas City made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #544 holding.
  • Essex Financial Services first reported a position in Canadian Pacific Kansas City in Q3 2013 and has held it in 29 quarters since.
  • Essex Financial Services's Canadian Pacific Kansas City position peaked at $481K in Q1 2023.
  • 951 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.