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

Forte 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	$557K	Hold	7,028	–	–	0.06%	164
2025 Q1	$493K	Sell	7,028 -165	-2%	-$12.6K	0.06%	171
2024 Q4	$521K	Sell	7,193 -222	-3%	-$17.1K	0.06%	164
2024 Q3	$634K	Buy	7,415 +173	+2%	+$14.2K	0.07%	151
2024 Q2	$570K	Buy	7,242 +77	+1%	+$6.27K	0.07%	146
2024 Q1	$632K	Buy	7,165 +23	+0.3%	+$1.93K	0.08%	137
2023 Q4	$565K	Hold	7,142	–	–	0.08%	134
2023 Q3	$531K	Sell	7,142 -200	-3%	-$15.9K	0.08%	126
2023 Q2	$593K	Sell	7,342 -175	-2%	-$13.8K	0.09%	123
2023 Q1	$578K	Buy	7,517 +5	+0.1%	+$386	0.09%	124
2022 Q4	$560K	Buy	7,512 +66	+0.9%	+$4.96K	0.1%	120
2022 Q3	$497K	Hold	7,446	–	–	0.09%	120
2022 Q2	$520K	Buy	7,446 +375	+5%	+$27.2K	0.09%	121
2022 Q1	$509K	Hold	7,071	–	–	0.06%	152
2021 Q4	$509K	Buy	7,071 +2,631	+59%	+$192K	0.06%	152
2021 Q3	$289K	Hold	4,440	–	–	0.04%	185
2021 Q2	$341K	Hold	4,440	–	–	0.05%	172
2021 Q1	$337K	Hold	4,440	–	–	0.05%	166
2020 Q4	$308K	Sell	4,440 -690	-13%	-$44.9K	0.05%	162
2020 Q3	$312K	Buy	5,130 +130	+3%	+$7.42K	0.06%	156
2020 Q2	$255K	Buy	+5,000	New	+$237K	0.05%	156

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

Forte Capital's CP Position: Q2 2025 in Review

Forte Capital held its Canadian Pacific Kansas City (CP) position steady in Q2 2025 at 7,028 shares worth $557K. The position accounts for 0.06% of the portfolio, ranked #164.

Forte Capital first reported a position in CP in Q2 2020 and has held it in 21 quarters since. The position peaked at $634K in Q3 2024. 991 funds tracked by Wall St. Rank hold CP as of Q2 2025.

Forte Capital held 7,028 shares of Canadian Pacific Kansas City worth $557K as of Q2 2025.
Forte Capital left its Canadian Pacific Kansas City share count unchanged in Q2 2025.
Canadian Pacific Kansas City made up 0.06% of Forte Capital's portfolio in Q2 2025, its #164 holding.
Forte Capital first reported a position in Canadian Pacific Kansas City in Q2 2020 and has held it in 21 quarters since.
Forte Capital's Canadian Pacific Kansas City position peaked at $634K in Q3 2024.
991 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.