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

Royal Bank of Canada Toronto, Ontario, Canada $528B 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

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return