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Kestra Investment Management’s Canadian Pacific Kansas City CP Stock Holding History

Kestra Investment Management’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
2025
Q2 		– Sell
-131
Closed -$9.19K – 781
2025
Q1 		$9.19K Sell
131
-328
-71% -$25K ﹤0.01% 627
2024
Q4 		$33.2K Buy
+459
New +$35.4K ﹤0.01% 623

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Kestra Investment Management's CP Position: Q2 2025 in Review

Kestra Investment Management sold out of Canadian Pacific Kansas City (CP) in Q2 2025, closing a stake of 131 shares — an estimated $9.19K sold.

Kestra Investment Management first reported a position in CP in Q4 2024 and held it in 2 quarters. The position peaked at $33.2K in Q4 2024. 992 funds tracked by Wall St. Rank hold CP as of Q2 2025.

  • Kestra Investment Management reported no remaining Canadian Pacific Kansas City position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 131 Canadian Pacific Kansas City shares in Q2 2025, an estimated $9.19K.
  • Kestra Investment Management first reported a position in Canadian Pacific Kansas City in Q4 2024 and held it in 2 quarters.
  • Kestra Investment Management's Canadian Pacific Kansas City position peaked at $33.2K in Q4 2024.
  • 992 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.