Naples Global Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Naples Global 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	$257K	Hold	3,272	–	–	0.02%	407
2025 Q4	$241K	Hold	3,272	–	–	0.02%	409
2025 Q3	$244K	Hold	3,272	–	–	0.02%	402
2025 Q2	$260K	Hold	3,272	–	–	0.02%	377
2025 Q1	$230K	Hold	3,272	–	–	0.02%	378
2024 Q4	$237K	Hold	3,272	–	–	0.02%	373
2024 Q3	$280K	Sell	3,272 -125	-4%	-$10.3K	0.03%	354
2024 Q2	$268K	Sell	3,397 -135	-4%	-$11K	0.03%	349
2024 Q1	$312K	Buy	3,532 +612	+21%	+$51.4K	0.03%	345
2023 Q4	$231K	Hold	2,920	–	–	0.03%	373
2023 Q3	$218K	Hold	2,920	–	–	0.03%	374
2023 Q2	$236K	Buy	+2,920	New	+$231K	0.03%	365
2023 Q1	–	Sell	-2,920	Closed	-$218K	–	388
2022 Q4	$218K	Buy	+2,920	New	+$220K	0.03%	370
2022 Q2	–	Sell	-2,730	Closed	-$225K	–	378
2022 Q1	$225K	Buy	+2,730	New	+$205K	0.03%	373
2021 Q3	–	Sell	-2,980	Closed	-$229K	–	384
2021 Q2	$229K	Hold	2,980	–	–	0.03%	358
2021 Q1	$226K	Hold	2,980	–	–	0.03%	345
2020 Q4	$207K	Buy	+2,980	New	+$194K	0.04%	341

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

Naples Global Advisors's CP Position: Q1 2026 in Review

Naples Global Advisors held its Canadian Pacific Kansas City (CP) position steady in Q1 2026 at 3,272 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #407.

Naples Global Advisors first reported a position in CP in Q4 2020 and has held it in 17 quarters since. The position peaked at $312K in Q1 2024. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Naples Global Advisors held 3,272 shares of Canadian Pacific Kansas City worth $257K as of Q1 2026.
Naples Global Advisors left its Canadian Pacific Kansas City share count unchanged in Q1 2026.
Canadian Pacific Kansas City made up 0.02% of Naples Global Advisors's portfolio in Q1 2026, its #407 holding.
Naples Global Advisors first reported a position in Canadian Pacific Kansas City in Q4 2020 and has held it in 17 quarters since.
Naples Global Advisors's Canadian Pacific Kansas City position peaked at $312K in Q1 2024.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.