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LRI Investments’s Canadian Pacific Kansas City CP Stock Holding History

LRI Investments’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
Q2 		$61.4K Sell
709
-122
-15% -$10.5K ﹤0.01% 527
2026
Q1 		$65.3K Buy
831
+195
+31% +$15.4K 0.01% 475
2025
Q4 		$46.9K Sell
636
-83
-12% -$6.11K ﹤0.01% 559
2025
Q3 		$53.6K Hold
719
– – ﹤0.01% 542
2025
Q2 		$57K Buy
719
+213
+42% +$16.4K ﹤0.01% 532
2025
Q1 		$35.5K Buy
506
+57
+13% +$4.34K ﹤0.01% 590
2024
Q4 		$32.5K Hold
449
– – ﹤0.01% 591
2024
Q3 		$34.2K Buy
449
+55
+14% +$4.52K ﹤0.01% 568
2024
Q2 		$31K Hold
394
– – ﹤0.01% 544
2024
Q1 		$34.8K Buy
+394
New +$33.1K 0.01% 305

Other funds holding CP

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

LRI Investments's CP Position: Q2 2026 in Review

LRI Investments reduced its Canadian Pacific Kansas City (CP) stake by 15% in Q2 2026, selling an estimated $10.5K and leaving 709 shares worth $61.4K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

LRI Investments first reported a position in CP in Q1 2024 and has held it in 10 quarters since. The position peaked at $65.3K in Q1 2026. 527 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • LRI Investments held 709 shares of Canadian Pacific Kansas City worth $61.4K as of Q2 2026.
  • LRI Investments sold 122 Canadian Pacific Kansas City shares in Q2 2026, an estimated $10.5K.
  • Canadian Pacific Kansas City made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #527 holding.
  • LRI Investments first reported a position in Canadian Pacific Kansas City in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Canadian Pacific Kansas City position peaked at $65.3K in Q1 2026.
  • 527 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.