FORA Capital’s Canadian Pacific Kansas City CP Stock Holding History

FORA Capital’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
2025 Q2	–	Sell	-49,808	Closed	-$3.5M	–	535
2025 Q1	$3.5M	Buy	49,808 +25,631	+106%	+$1.95M	0.35%	86
2024 Q4	$1.75M	Sell	24,177 -5,611	-19%	-$432K	0.2%	154
2024 Q3	$2.55M	Buy	29,788 +12,445	+72%	+$1.02M	0.3%	99
2024 Q2	$1.37M	Buy	+17,343	New	+$1.41M	0.17%	183
2024 Q1	–	Sell	-41,268	Closed	-$3.26M	–	434
2023 Q4	$3.26M	Buy	41,268 +21,671	+111%	+$1.59M	0.28%	106
2023 Q3	$1.46M	Buy	+19,597	New	+$1.55M	0.13%	192
2023 Q1	–	Sell	-12,918	Closed	-$964K	–	550
2022 Q4	$964K	Sell	12,918 -8,451	-40%	-$636K	0.16%	170
2022 Q3	$1.43M	Buy	+21,369	New	+$1.61M	0.27%	112
2022 Q1	–	Sell	-9,634	Closed	-$693K	–	529
2021 Q4	$693K	Sell	9,634 -29,312	-75%	-$2.14M	0.27%	111
2021 Q3	$2.53M	Buy	+38,946	New	+$2.78M	0.64%	44
2021 Q1	–	Sell	-11,305	Closed	-$784K	–	823
2020 Q4	$784K	Buy	11,305 +5,780	+105%	+$376K	0.12%	191
2020 Q3	$336K	Buy	5,525 +420	+8%	+$24K	0.22%	97
2020 Q2	$261K	Buy	+5,105	New	+$242K	0.09%	290

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

FORA Capital's CP Position: Q2 2025 in Review

FORA Capital sold out of Canadian Pacific Kansas City (CP) in Q2 2025, closing a stake of 49,808 shares — an estimated $3.5M sold.

FORA Capital first reported a position in CP in Q2 2020 and held it in 13 quarters. The position peaked at $3.5M in Q1 2025. 991 funds tracked by Wall St. Rank hold CP as of Q2 2025.

FORA Capital reported no remaining Canadian Pacific Kansas City position as of Q2 2025 after selling out during the quarter.
FORA Capital sold 49,808 Canadian Pacific Kansas City shares in Q2 2025, an estimated $3.5M.
FORA Capital first reported a position in Canadian Pacific Kansas City in Q2 2020 and held it in 13 quarters.
FORA Capital's Canadian Pacific Kansas City position peaked at $3.5M in Q1 2025.
991 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2025.

Based on FORA Capital's 13F filing for Q2 2025, filed 13 Aug 2025.