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 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	Buy	4,563 +4,540	+19,739%	+$350K	0.06%	319
2024 Q3	$1.97K	Sell	23 -4,560	-99%	-$375K	﹤0.01%	695
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 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

Golden State Equity Partners's CP Position: Q1 2026 in Review

Golden State Equity Partners increased its Canadian Pacific Kansas City (CP) stake by 8.4% in Q1 2026, buying an estimated $28.5K and bringing the position to 4,634 shares worth $365K. The position accounts for 0.03% of the portfolio, ranked #529.

Golden State Equity Partners first reported a position in CP in Q4 2020 and has held it in 18 quarters since. The position peaked at $383K in Q2 2023. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Golden State Equity Partners held 4,634 shares of Canadian Pacific Kansas City worth $365K as of Q1 2026.
Golden State Equity Partners bought 360 Canadian Pacific Kansas City shares in Q1 2026, an estimated $28.5K.
Canadian Pacific Kansas City made up 0.03% of Golden State Equity Partners's portfolio in Q1 2026, its #529 holding.
Golden State Equity Partners first reported a position in Canadian Pacific Kansas City in Q4 2020 and has held it in 18 quarters since.
Golden State Equity Partners's Canadian Pacific Kansas City position peaked at $383K in Q2 2023.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.