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

Evelyn Partners Investment Management’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	$2.04M	Sell	25,993 -2,828	-10%	-$224K	0.06%	102
2025 Q4	$2.12M	Sell	28,821 -1,235	-4%	-$90.9K	0.06%	104
2025 Q3	$2.24M	Sell	30,056 -8,700	-22%	-$665K	0.06%	103
2025 Q2	$3.08M	Buy	38,756 +4,289	+12%	+$330K	0.09%	90
2025 Q1	$2.42M	Sell	34,467 -1,478	-4%	-$112K	0.08%	91
2024 Q4	$2.6M	Buy	+35,945	New	+$2.77M	0.08%	94

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's CP Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Canadian Pacific Kansas City (CP) stake by 9.8% in Q1 2026, selling an estimated $224K and leaving 25,993 shares worth $2.04M. The position accounts for 0.06% of the portfolio, ranked #102.

Evelyn Partners Investment Management first reported a position in CP in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.08M in Q2 2025. 951 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Evelyn Partners Investment Management held 25,993 shares of Canadian Pacific Kansas City worth $2.04M as of Q1 2026.
Evelyn Partners Investment Management sold 2,828 Canadian Pacific Kansas City shares in Q1 2026, an estimated $224K.
Canadian Pacific Kansas City made up 0.06% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #102 holding.
Evelyn Partners Investment Management first reported a position in Canadian Pacific Kansas City in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's Canadian Pacific Kansas City position peaked at $3.08M in Q2 2025.
951 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

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