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Mount Yale Investment Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Mount Yale 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 		$2.92M Buy
37,162
+19,715
+113% +$1.56M 0.07% 292
2025
Q4 		$1.29M Buy
+17,447
New +$1.28M 0.06% 270
2025
Q3 		– Sell
-20,555
Closed -$1.63M – 855
2025
Q2 		$1.63M Sell
20,555
-542
-3% -$41.7K 0.13% 138
2025
Q1 		$1.48M Sell
21,097
-611
-3% -$46.5K 0.13% 147
2024
Q4 		$1.57M Sell
21,708
-9,177
-30% -$707K 0.13% 146
2024
Q3 		$2.64M Sell
30,885
-2,688
-8% -$221K 0.25% 93
2024
Q2 		$2.64M Sell
33,573
-17,293
-34% -$1.41M 0.21% 100
2024
Q1 		$4.48M Sell
50,866
-2,441
-5% -$205K 0.34% 64
2023
Q4 		$4.21M Sell
53,307
-2,625
-5% -$192K 0.4% 54
2023
Q3 		$4.16M Buy
55,932
+7,554
+16% +$599K 0.45% 48
2023
Q2 		$3.91M Sell
48,378
-1,093
-2% -$86.3K 0.41% 56
2023
Q1 		$3.81M Sell
49,471
-1,013
-2% -$78.2K 0.43% 53
2022
Q4 		$3.77M Buy
50,484
+197
+0.4% +$14.8K 0.43% 63
2022
Q3 		$3.35M Sell
50,287
-480
-0.9% -$36.2K 0.45% 51
2022
Q2 		$3.55M Sell
50,767
-1,541
-3% -$112K 0.45% 54
2022
Q1 		$4.32M Sell
52,308
-1,915
-4% -$144K 0.47% 50
2021
Q4 		$3.9M Sell
54,223
-1,220
-2% -$89.1K 0.41% 56
2021
Q3 		$3.61M Sell
55,443
-577
-1% -$41.1K 0.42% 60
2021
Q2 		$4.31M Sell
56,020
-1,880
-3% -$146K 0.52% 46
2021
Q1 		$4.39M Buy
57,900
+660
+1% +$47.5K 0.57% 42
2020
Q4 		$3.97M Buy
57,240
+920
+2% +$59.9K 0.56% 45
2020
Q3 		$3.43M Buy
56,320
+775
+1% +$44.2K 0.49% 49
2020
Q2 		$2.84M Buy
55,545
+545
+1% +$25.9K 0.51% 52
2020
Q1 		$2.42M Sell
55,000
-2,510
-4% -$124K 0.54% 43
2019
Q4 		$3.06M Buy
57,510
+55
+0.1% +$2.58K 0.53% 45
2019
Q3 		$2.7M Sell
57,455
-2,975
-5% -$140K 0.48% 50
2019
Q2 		$2.75M Sell
60,430
-3,040
-5% -$136K 0.51% 46
2019
Q1 		$2.62M Sell
63,470
-1,520
-2% -$60.9K 0.49% 49
2018
Q4 		$2.57M Sell
64,990
-4,890
-7% -$196K 0.52% 44
2018
Q3 		$2.93M Buy
69,880
+2,095
+3% +$83.8K 0.51% 42
2018
Q2 		$2.48M Buy
67,785
+385
+0.6% +$14.2K 0.47% 51
2018
Q1 		$2.38M Buy
+67,400
New +$2.43M 0.51% 50

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 $115B AUM 41.58% 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

Mount Yale Investment Advisors's CP Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Canadian Pacific Kansas City (CP) stake by 113% in Q1 2026, buying an estimated $1.56M and bringing the position to 37,162 shares worth $2.92M. The position accounts for 0.07% of the portfolio, ranked #292.

Mount Yale Investment Advisors first reported a position in CP in Q1 2018 and has held it in 32 quarters since. The position peaked at $4.48M in Q1 2024. 952 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Mount Yale Investment Advisors held 37,162 shares of Canadian Pacific Kansas City worth $2.92M as of Q1 2026.
  • Mount Yale Investment Advisors bought 19,715 Canadian Pacific Kansas City shares in Q1 2026, an estimated $1.56M.
  • Canadian Pacific Kansas City made up 0.07% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #292 holding.
  • Mount Yale Investment Advisors first reported a position in Canadian Pacific Kansas City in Q1 2018 and has held it in 32 quarters since.
  • Mount Yale Investment Advisors's Canadian Pacific Kansas City position peaked at $4.48M in Q1 2024.
  • 952 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.