GM Advisory Group’s Canadian Pacific Kansas City CP Stock Holding History

GM Advisory Group’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	$631K	Buy	+8,038	New	+$635K	0.02%	204
2025 Q4	–	Sell	-8,035	Closed	-$599K	–	350
2025 Q3	$599K	Hold	8,035	–	–	0.03%	178
2025 Q2	$637K	Sell	8,035 -16	-0.2%	-$1.23K	0.03%	177
2025 Q1	$565K	Sell	8,051 -193	-2%	-$14.7K	0.03%	169
2024 Q4	$597K	Hold	8,244	–	–	0.03%	156
2024 Q3	$706K	Hold	8,244	–	–	0.04%	139
2024 Q2	$649K	Buy	8,244 +16	+0.2%	+$1.3K	0.04%	140
2024 Q1	$726K	Hold	8,228	–	–	0.05%	133
2023 Q4	$654K	Hold	8,228	–	–	0.05%	126
2023 Q3	$615K	Hold	8,228	–	–	0.05%	109
2023 Q2	$665K	Hold	8,228	–	–	0.06%	103
2023 Q1	$633K	Hold	8,228	–	–	0.06%	106
2022 Q4	$614K	Hold	8,228	–	–	0.07%	102
2022 Q3	$549K	Sell	8,228 -192	-2%	-$14.5K	0.07%	107
2022 Q2	$588K	Sell	8,420 -725	-8%	-$52.5K	0.09%	101
2022 Q1	$755K	Hold	9,145	–	–	0.09%	105
2021 Q4	$658K	Hold	9,145	–	–	0.06%	116
2021 Q3	$595K	Hold	9,145	–	–	0.06%	117
2021 Q2	$703K	Sell	9,145 -570	-6%	-$44.2K	0.07%	109
2021 Q1	$737K	Hold	9,715	–	–	0.09%	98
2020 Q4	$674K	Hold	9,715	–	–	0.09%	88
2020 Q3	$592K	Hold	9,715	–	–	0.09%	87
2020 Q2	$496K	Buy	+9,715	New	+$461K	0.09%	98

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 Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

GM Advisory Group's CP Position: Q1 2026 in Review

GM Advisory Group opened a new position in Canadian Pacific Kansas City (CP) in Q1 2026: 8,038 shares worth $631K. The stake represents 0.02% of the portfolio and ranks #204 among its holdings. This is a return to the name: GM Advisory Group previously reported a position in CP as recently as Q3 2025.

GM Advisory Group first reported a position in CP in Q2 2020 and has held it in 23 quarters since. The position peaked at $755K in Q1 2022. 956 funds tracked by Wall St. Rank hold CP as of Q1 2026.

GM Advisory Group held 8,038 shares of Canadian Pacific Kansas City worth $631K as of Q1 2026.
Canadian Pacific Kansas City was a new GM Advisory Group position in Q1 2026.
Canadian Pacific Kansas City made up 0.02% of GM Advisory Group's portfolio in Q1 2026, its #204 holding.
GM Advisory Group first reported a position in Canadian Pacific Kansas City in Q2 2020 and has held it in 23 quarters since.
GM Advisory Group's Canadian Pacific Kansas City position peaked at $755K in Q1 2022.
956 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.