Forvis Mazars Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Forvis Mazars Wealth Advisors’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	$730K	Hold	9,286	–	–	0.01%	242
2025 Q4	$684K	Hold	9,286	–	–	0.01%	247
2025 Q3	$692K	Sell	9,286 -190	-2%	-$14.5K	0.01%	245
2025 Q2	$751K	Hold	9,476	–	–	0.02%	231
2025 Q1	$665K	Buy	9,476 +190	+2%	+$14.5K	0.02%	243
2024 Q4	$672K	Sell	9,286 -4,060	-30%	-$313K	0.02%	268
2024 Q3	$1.14M	Buy	13,346 +23	+0.2%	+$1.89K	0.03%	217
2024 Q2	$1.05M	Sell	13,323 -63	-0.5%	-$5.13K	0.03%	208
2024 Q1	$1.18M	Buy	13,386 +63	+0.5%	+$5.29K	0.03%	200
2023 Q4	$1.05M	Sell	13,323 -1,395	-9%	-$102K	0.03%	202
2023 Q3	$1.1M	Sell	14,718 -68	-0.5%	-$5.39K	0.03%	196
2023 Q2	$1.19M	Hold	14,786	–	–	0.04%	203
2023 Q1	$1.14M	Hold	14,786	–	–	0.04%	188
2022 Q4	$1.1M	Hold	14,786	–	–	0.04%	190
2022 Q3	$987K	Buy	14,786 +257	+2%	+$19.4K	0.04%	192
2022 Q2	$1.01M	Buy	+14,529	New	+$1.05M	0.04%	184

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

Forvis Mazars Wealth Advisors's CP Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors held its Canadian Pacific Kansas City (CP) position steady in Q1 2026 at 9,286 shares worth $730K. The position accounts for 0.01% of the portfolio, ranked #242.

Forvis Mazars Wealth Advisors first reported a position in CP in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.19M in Q2 2023. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Forvis Mazars Wealth Advisors held 9,286 shares of Canadian Pacific Kansas City worth $730K as of Q1 2026.
Forvis Mazars Wealth Advisors left its Canadian Pacific Kansas City share count unchanged in Q1 2026.
Canadian Pacific Kansas City made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #242 holding.
Forvis Mazars Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q2 2022 and has held it in 16 quarters since.
Forvis Mazars Wealth Advisors's Canadian Pacific Kansas City position peaked at $1.19M in Q2 2023.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.