Independent Advisor Alliance’s Canadian Pacific Kansas City CP Stock Holding History

Independent Advisor Alliance’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	$360K	Buy	4,583 +500	+12%	+$39.5K	﹤0.01%	1250
2025 Q4	$301K	Buy	4,083 +1,348	+49%	+$99.2K	0.01%	795
2025 Q3	$204K	Sell	2,735 -4,065	-60%	-$311K	0.01%	888
2025 Q2	$539K	Buy	6,800 +305	+5%	+$23.5K	0.02%	565
2025 Q1	$456K	Sell	6,495 -600	-8%	-$45.6K	0.02%	549
2024 Q4	$513K	Sell	7,095 -2,261	-24%	-$174K	0.01%	957
2024 Q3	$800K	Sell	9,356 -110	-1%	-$9.04K	0.03%	366
2024 Q2	$745K	Sell	9,466 -5,105	-35%	-$415K	0.03%	383
2024 Q1	$1.28M	Sell	14,571 -1,160	-7%	-$97.4K	0.05%	283
2023 Q4	$1.24M	Sell	15,731 -1,521	-9%	-$111K	0.04%	275
2023 Q3	$1.28M	Buy	17,252 +64	+0.4%	+$5.08K	0.06%	257
2023 Q2	$1.39M	Sell	17,188 -518	-3%	-$40.9K	0.06%	259
2023 Q1	$1.36M	Buy	+17,706	New	+$1.37M	0.07%	246

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

Independent Advisor Alliance's CP Position: Q1 2026 in Review

Independent Advisor Alliance increased its Canadian Pacific Kansas City (CP) stake by 12% in Q1 2026, buying an estimated $39.5K and bringing the position to 4,583 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Independent Advisor Alliance first reported a position in CP in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.39M in Q2 2023. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Independent Advisor Alliance held 4,583 shares of Canadian Pacific Kansas City worth $360K as of Q1 2026.
Independent Advisor Alliance bought 500 Canadian Pacific Kansas City shares in Q1 2026, an estimated $39.5K.
Canadian Pacific Kansas City made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1250 holding.
Independent Advisor Alliance first reported a position in Canadian Pacific Kansas City in Q1 2023 and has held it in 13 quarters since.
Independent Advisor Alliance's Canadian Pacific Kansas City position peaked at $1.39M in Q2 2023.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.