Frank Rimerman Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Frank Rimerman 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	$1.41M	Buy	17,961 +446	+3%	+$35.2K	0.09%	177
2025 Q4	$1.29M	Sell	17,515 -284	-2%	-$20.9K	0.08%	188
2025 Q3	$1.33M	Buy	17,799 +145	+0.8%	+$11.1K	0.09%	184
2025 Q2	$1.4M	Buy	17,654 +139	+0.8%	+$10.7K	0.09%	163
2025 Q1	$1.23M	Hold	17,515	–	–	0.1%	172
2024 Q4	$1.27M	Hold	17,515	–	–	0.09%	163
2024 Q3	$1.5M	Hold	17,515	–	–	0.11%	154
2024 Q2	$1.38M	Buy	+17,515	New	+$1.43M	0.1%	165

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

Frank Rimerman Advisors's CP Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Canadian Pacific Kansas City (CP) stake by 2.5% in Q1 2026, buying an estimated $35.2K and bringing the position to 17,961 shares worth $1.41M. The position accounts for 0.09% of the portfolio, ranked #177.

Frank Rimerman Advisors first reported a position in CP in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.5M in Q3 2024. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Frank Rimerman Advisors held 17,961 shares of Canadian Pacific Kansas City worth $1.41M as of Q1 2026.
Frank Rimerman Advisors bought 446 Canadian Pacific Kansas City shares in Q1 2026, an estimated $35.2K.
Canadian Pacific Kansas City made up 0.09% of Frank Rimerman Advisors's portfolio in Q1 2026, its #177 holding.
Frank Rimerman Advisors first reported a position in Canadian Pacific Kansas City in Q2 2024 and has held it in 8 quarters since.
Frank Rimerman Advisors's Canadian Pacific Kansas City position peaked at $1.5M in Q3 2024.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.