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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
Q2 		$339K Buy
3,918
+546
+16% +$46.8K ﹤0.01% 653
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Moneta Group Investment Advisors's CP Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Canadian Pacific Kansas City (CP) stake by 16% in Q2 2026, buying an estimated $46.8K and bringing the position to 3,918 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Moneta Group Investment Advisors first reported a position in CP in Q1 2023 and has held it in 11 quarters since. 983 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Moneta Group Investment Advisors held 3,918 shares of Canadian Pacific Kansas City worth $339K as of Q2 2026.
  • Moneta Group Investment Advisors bought 546 Canadian Pacific Kansas City shares in Q2 2026, an estimated $46.8K.
  • Canadian Pacific Kansas City made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #653 holding.
  • Moneta Group Investment Advisors first reported a position in Canadian Pacific Kansas City in Q1 2023 and has held it in 11 quarters since.
  • 983 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.