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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
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 $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

Evergreen Capital Management's CP Position: Q1 2026 in Review

Evergreen Capital Management increased its Canadian Pacific Kansas City (CP) stake by 2.5% in Q1 2026, buying an estimated $6.17K and bringing the position to 3,158 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #1253.

Evergreen Capital Management first reported a position in CP in Q4 2021 and has held it in 18 quarters since. The position peaked at $536K in Q3 2024. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Evergreen Capital Management held 3,158 shares of Canadian Pacific Kansas City worth $249K as of Q1 2026.
  • Evergreen Capital Management bought 78 Canadian Pacific Kansas City shares in Q1 2026, an estimated $6.17K.
  • Canadian Pacific Kansas City made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1253 holding.
  • Evergreen Capital Management first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 18 quarters since.
  • Evergreen Capital Management's Canadian Pacific Kansas City position peaked at $536K in Q3 2024.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.