Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Halbert Hargrove Global 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
Q3 		– Sell
-12
Closed -$1K – 434
2026
Q2 		$1K Buy
+12
New +$1.03K ﹤0.01% 442
2025
Q4 		– Sell
-27
Closed -$2.01K – 446
2025
Q3 		$2.01K Buy
+27
New +$2.06K ﹤0.01% 565

Other funds holding CP

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Halbert Hargrove Global Advisors's CP Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Canadian Pacific Kansas City (CP) in Q3 2026, closing a stake of 12 shares — an estimated $1K sold.

Halbert Hargrove Global Advisors first reported a position in CP in Q3 2025 and held it in 2 quarters. The position peaked at $2.01K in Q3 2025. 691 funds tracked by Wall St. Rank hold CP as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Canadian Pacific Kansas City position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 12 Canadian Pacific Kansas City shares in Q3 2026, an estimated $1K.
  • Halbert Hargrove Global Advisors first reported a position in Canadian Pacific Kansas City in Q3 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's Canadian Pacific Kansas City position peaked at $2.01K in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.