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Evergreen Capital Management’s Canadian Pacific Kansas City CP Stock Holding History

Evergreen Capital 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
Q2 		$271K Sell
3,120
-38
-1% -$3.26K ﹤0.01% 1278
2026
Q1 		$249K Buy
3,158
+78
+3% +$6.17K 0.01% 1253
2025
Q4 		$227K Sell
3,080
-1,108
-26% -$81.6K 0.01% 1225
2025
Q3 		$313K Buy
4,188
+672
+19% +$51.3K 0.01% 936
2025
Q2 		$279K Sell
3,516
-3,389
-49% -$261K 0.01% 840
2025
Q1 		$486K Sell
6,905
-89
-1% -$6.77K 0.02% 520
2024
Q4 		$507K Buy
6,994
+733
+12% +$56.5K 0.02% 501
2024
Q3 		$536K Buy
6,261
+891
+17% +$73.3K 0.02% 478
2024
Q2 		$424K Sell
5,370
-200
-4% -$16.3K 0.02% 514
2024
Q1 		$492K Buy
5,570
+486
+10% +$40.8K 0.02% 453
2023
Q4 		$403K Sell
5,084
-1,278
-20% -$93.6K 0.02% 477
2023
Q3 		$474K Buy
6,362
+195
+3% +$15.5K 0.02% 412
2023
Q2 		$499K Buy
6,167
+157
+3% +$12.4K 0.02% 392
2023
Q1 		$463K Buy
6,010
+496
+9% +$38.3K 0.02% 393
2022
Q4 		$411K Buy
5,514
+453
+9% +$34.1K 0.02% 408
2022
Q3 		$338K Buy
5,061
+332
+7% +$25.1K 0.02% 421
2022
Q2 		$331K Buy
4,729
+584
+14% +$42.3K 0.02% 405
2022
Q1 		$342K Buy
4,145
+774
+23% +$58.2K 0.01% 450
2021
Q4 		$243K Buy
+3,371
New +$246K 0.01% 532

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

Evergreen Capital Management's CP Position: Q2 2026 in Review

Evergreen Capital Management reduced its Canadian Pacific Kansas City (CP) stake by 1.2% in Q2 2026, selling an estimated $3.26K and leaving 3,120 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Evergreen Capital Management first reported a position in CP in Q4 2021 and has held it in 19 quarters since. The position peaked at $536K in Q3 2024. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Evergreen Capital Management held 3,120 shares of Canadian Pacific Kansas City worth $271K as of Q2 2026.
  • Evergreen Capital Management sold 38 Canadian Pacific Kansas City shares in Q2 2026, an estimated $3.26K.
  • Canadian Pacific Kansas City made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1278 holding.
  • Evergreen Capital Management first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 19 quarters since.
  • Evergreen Capital Management's Canadian Pacific Kansas City position peaked at $536K in Q3 2024.
  • 980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.