Moneta Group Investment Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Moneta Group Investment 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	$265K	Buy	3,372 +11	+0.3%	+$869	﹤0.01%	669
2025 Q4	$247K	Buy	+3,361	New	+$247K	﹤0.01%	695
2025 Q3	–	Sell	-2,545	Closed	-$202K	–	799
2025 Q2	$202K	Buy	+2,545	New	+$196K	﹤0.01%	675
2024 Q4	–	Sell	-3,452	Closed	-$295K	–	673
2024 Q3	$295K	Buy	3,452 +892	+35%	+$73.3K	﹤0.01%	524
2024 Q2	$276K	Buy	2,560 +28	+1%	+$2.28K	﹤0.01%	511
2024 Q1	$302K	Sell	2,532 -905	-26%	-$76K	﹤0.01%	487
2023 Q4	$272K	Buy	3,437 +7	+0.2%	+$512	0.01%	466
2023 Q3	$255K	Buy	3,430 +499	+17%	+$39.6K	0.01%	436
2023 Q2	$314K	Sell	2,931 -731	-20%	-$57.7K	0.01%	422
2023 Q1	$282K	Buy	+3,662	New	+$283K	0.01%	426

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

Moneta Group Investment Advisors's CP Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Canadian Pacific Kansas City (CP) stake by 0.33% in Q1 2026, buying an estimated $869 and bringing the position to 3,372 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Moneta Group Investment Advisors first reported a position in CP in Q1 2023 and has held it in 10 quarters since. The position peaked at $314K in Q2 2023. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Moneta Group Investment Advisors held 3,372 shares of Canadian Pacific Kansas City worth $265K as of Q1 2026.
Moneta Group Investment Advisors bought 11 Canadian Pacific Kansas City shares in Q1 2026, an estimated $869.
Canadian Pacific Kansas City made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #669 holding.
Moneta Group Investment Advisors first reported a position in Canadian Pacific Kansas City in Q1 2023 and has held it in 10 quarters since.
Moneta Group Investment Advisors's Canadian Pacific Kansas City position peaked at $314K in Q2 2023.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.