Evelyn Partners Investment Management Services’s Canadian Pacific Kansas City CP Stock Holding History

Evelyn Partners Investment Management 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	$793K	Sell	10,086 -5,120	-34%	-$405K	0.09%	96
2025 Q4	$1.12M	Buy	15,206 +135	+0.9%	+$9.94K	0.14%	85
2025 Q3	$1.12M	Buy	15,071 +975	+7%	+$74.5K	0.15%	80
2025 Q2	$1.12M	Sell	14,096 -14,704	-51%	-$1.13M	0.17%	77
2025 Q1	$2.02M	Buy	28,800 +7,959	+38%	+$605K	0.33%	56
2024 Q4	$1.51M	Buy	+20,841	New	+$1.61M	0.26%	62

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

Evelyn Partners Investment Management Services's CP Position: Q1 2026 in Review

Evelyn Partners Investment Management Services reduced its Canadian Pacific Kansas City (CP) stake by 34% in Q1 2026, selling an estimated $405K and leaving 10,086 shares worth $793K. The position accounts for 0.09% of the portfolio, ranked #96.

Evelyn Partners Investment Management Services first reported a position in CP in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.02M in Q1 2025. 951 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Evelyn Partners Investment Management Services held 10,086 shares of Canadian Pacific Kansas City worth $793K as of Q1 2026.
Evelyn Partners Investment Management Services sold 5,120 Canadian Pacific Kansas City shares in Q1 2026, an estimated $405K.
Canadian Pacific Kansas City made up 0.09% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #96 holding.
Evelyn Partners Investment Management Services first reported a position in Canadian Pacific Kansas City in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's Canadian Pacific Kansas City position peaked at $2.02M in Q1 2025.
951 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.