Lido Advisors
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Lido Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Lido 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
Q1 		– Sell
-2,879
Closed -$214K – 1983
2025
Q4 		$214K Sell
2,879
-302
-9% -$22.2K ﹤0.01% 1732
2025
Q3 		$237K Sell
3,181
-553
-15% -$42.2K ﹤0.01% 1606
2025
Q2 		$296K Sell
3,734
-2,681
-42% -$206K ﹤0.01% 1350
2025
Q1 		$451K Sell
6,415
-3,102
-33% -$236K ﹤0.01% 1056
2024
Q4 		$690K Buy
9,517
+580
+6% +$44.7K ﹤0.01% 901
2024
Q3 		$765K Sell
8,937
-1,624
-15% -$134K ﹤0.01% 811
2024
Q2 		$833K Buy
10,561
+459
+5% +$37.4K ﹤0.01% 734
2024
Q1 		$892K Sell
10,102
-59
-0.6% -$4.95K 0.01% 697
2023
Q4 		$805K Sell
10,161
-170
-2% -$12.4K 0.01% 697
2023
Q3 		$769K Buy
10,331
+1,196
+13% +$94.9K 0.01% 614
2023
Q2 		$738K Buy
9,135
+918
+11% +$72.5K 0.01% 617
2023
Q1 		$632K Buy
8,217
+34
+0.4% +$2.63K 0.01% 603
2022
Q4 		$610K Sell
8,183
-40
-0.5% -$3.01K 0.01% 532
2022
Q3 		$548K Sell
8,223
-17
-0.2% -$1.28K 0.01% 527
2022
Q2 		$575K Buy
8,240
+6
+0.1% +$434 0.01% 493
2022
Q1 		$679K Buy
8,234
+1,873
+29% +$141K 0.01% 501
2021
Q4 		$457K Buy
+6,361
New +$465K 0.01% 646

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCI Fund Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Lido Advisors's CP Position: Q1 2026 in Review

Lido Advisors sold out of Canadian Pacific Kansas City (CP) in Q1 2026, closing a stake of 2,879 shares — an estimated $214K sold.

Lido Advisors first reported a position in CP in Q4 2021 and held it in 17 quarters. The position peaked at $892K in Q1 2024. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Lido Advisors reported no remaining Canadian Pacific Kansas City position as of Q1 2026 after selling out during the quarter.
  • Lido Advisors sold 2,879 Canadian Pacific Kansas City shares in Q1 2026, an estimated $214K.
  • Lido Advisors first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 17 quarters.
  • Lido Advisors's Canadian Pacific Kansas City position peaked at $892K in Q1 2024.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.