Legacy Bridge’s Canadian Pacific Kansas City CP Stock Holding History

Legacy Bridge’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	$333K	Sell	4,237 -202	-5%	-$16K	0.13%	125
2025 Q4	$327K	Sell	4,439 -258	-5%	-$19K	0.13%	126
2025 Q3	$350K	Sell	4,697 -115	-2%	-$8.79K	0.15%	120
2025 Q2	$381K	Hold	4,812	–	–	0.18%	115
2025 Q1	$338K	Sell	4,812 -158	-3%	-$12K	0.19%	118
2024 Q4	$360K	Hold	4,970	–	–	0.19%	119
2024 Q3	$425K	Hold	4,970	–	–	0.23%	114
2024 Q2	$391K	Sell	4,970 -115	-2%	-$9.36K	0.23%	107
2024 Q1	$448K	Sell	5,085 -259	-5%	-$21.7K	0.26%	102
2023 Q4	$422K	Hold	5,344	–	–	0.27%	102
2023 Q3	$398K	Hold	5,344	–	–	0.28%	106
2023 Q2	$432K	Sell	5,344 -778	-13%	-$61.4K	0.29%	107
2023 Q1	$471K	Hold	6,122	–	–	0.33%	107
2022 Q4	$457K	Hold	6,122	–	–	0.32%	106
2022 Q3	$408K	Hold	6,122	–	–	0.33%	105
2022 Q2	$428K	Hold	6,122	–	–	0.32%	109
2022 Q1	$505K	Hold	6,122	–	–	0.3%	111
2021 Q4	$440K	Buy	+6,122	New	+$447K	0.23%	123

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

Legacy Bridge's CP Position: Q1 2026 in Review

Legacy Bridge reduced its Canadian Pacific Kansas City (CP) stake by 4.6% in Q1 2026, selling an estimated $16K and leaving 4,237 shares worth $333K. The position accounts for 0.13% of the portfolio, ranked #125.

Legacy Bridge first reported a position in CP in Q4 2021 and has held it in 18 quarters since. The position peaked at $505K in Q1 2022. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Legacy Bridge held 4,237 shares of Canadian Pacific Kansas City worth $333K as of Q1 2026.
Legacy Bridge sold 202 Canadian Pacific Kansas City shares in Q1 2026, an estimated $16K.
Canadian Pacific Kansas City made up 0.13% of Legacy Bridge's portfolio in Q1 2026, its #125 holding.
Legacy Bridge first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 18 quarters since.
Legacy Bridge's Canadian Pacific Kansas City position peaked at $505K in Q1 2022.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.