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Golden State Equity Partners’s Canadian Pacific Kansas City CP Stock Holding History

Golden State Equity Partners’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
Q2 		– Sell
-4,634
Closed -$365K – 610
2026
Q1 		$365K Buy
4,634
+360
+8% +$28.5K 0.03% 529
2025
Q4 		$315K Sell
4,274
-209
-5% -$15.4K 0.05% 383
2025
Q3 		$334K Sell
4,483
-5
-0.1% -$382 0.06% 338
2025
Q2 		$356K Buy
4,488
+10
+0.2% +$769 0.07% 309
2025
Q1 		$314K Sell
4,478
-85
-2% -$6.47K 0.06% 327
2024
Q4 		$330K Sell
4,563
-43
-0.9% -$3.31K 0.06% 319
2024
Q3 		$394K Buy
4,606
+23
+0.5% +$1.89K 0.06% 292
2024
Q2 		$361K Buy
+4,583
New +$373K 0.08% 283
2023
Q4 		$366K Sell
4,628
-29
-0.6% -$2.12K 0.09% 238
2023
Q3 		$347K Sell
4,657
-84
-2% -$6.66K 0.1% 223
2023
Q2 		$383K Buy
4,741
+555
+13% +$43.8K 0.11% 221
2023
Q1 		$322K Buy
+4,186
New +$323K 0.17% 136
2022
Q1 		$343K Hold
4,157
– – 0.17% 139
2021
Q4 		$299K Buy
4,157
+96
+2% +$7.01K 0.15% 127
2021
Q3 		$265K Buy
4,061
+16
+0.4% +$1.14K 0.11% 190
2021
Q2 		$311K Buy
4,045
+15
+0.4% +$1.16K 0.12% 173
2021
Q1 		$308K Buy
4,030
+280
+7% +$20.2K 0.18% 122
2020
Q4 		$259K Buy
+3,750
New +$244K 0.18% 136

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Golden State Equity Partners's CP Position: Q2 2026 in Review

Golden State Equity Partners sold out of Canadian Pacific Kansas City (CP) in Q2 2026, closing a stake of 4,634 shares — an estimated $365K sold.

Golden State Equity Partners first reported a position in CP in Q4 2020 and held it in 18 quarters. The position peaked at $394K in Q3 2024. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Golden State Equity Partners reported no remaining Canadian Pacific Kansas City position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 4,634 Canadian Pacific Kansas City shares in Q2 2026, an estimated $365K.
  • Golden State Equity Partners first reported a position in Canadian Pacific Kansas City in Q4 2020 and held it in 18 quarters.
  • Golden State Equity Partners's Canadian Pacific Kansas City position peaked at $394K in Q3 2024.
  • 980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.