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New England Research & Management’s Canadian Pacific Kansas City CP Stock Holding History

New England Research & Management’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 		$1.62M Buy
18,698
+2,318
+14% +$199K 0.63% 52
2026
Q1 		$1.29M Sell
16,380
-1,300
-7% -$103K 0.54% 62
2025
Q4 		$1.3M Sell
17,680
-1,075
-6% -$79.1K 0.57% 54
2025
Q3 		$1.4M Sell
18,755
-438
-2% -$33.5K 0.64% 52
2025
Q2 		$1.52M Sell
19,193
-70
-0.4% -$5.38K 0.72% 43
2025
Q1 		$1.35M Sell
19,263
-9,517
-33% -$724K 0.69% 51
2024
Q4 		$2.08M Sell
28,780
-416
-1% -$32.1K 1.06% 26
2024
Q3 		$2.5M Sell
29,196
-413
-1% -$34K 1.17% 25
2024
Q2 		$2.33M Sell
29,609
-488
-2% -$39.7K 1.12% 21
2024
Q1 		$2.65M Hold
30,097
– – 1.3% 17
2023
Q4 		$2.38M Sell
30,097
-243
-0.8% -$17.8K 1.26% 19
2023
Q3 		$2.26M Sell
30,340
-341
-1% -$27K 1.29% 19
2023
Q2 		$2.48M Buy
30,681
+7,550
+33% +$596K 1.44% 18
2023
Q1 		$1.78M Sell
23,131
-354
-2% -$27.3K 1.04% 27
2022
Q4 		$1.75M Sell
23,485
-25
-0.1% -$1.88K 1.01% 30
2022
Q3 		$1.57M Sell
23,510
-7,780
-25% -$587K 0.99% 28
2022
Q2 		$2.19M Buy
31,290
+6,725
+27% +$487K 1.27% 22
2022
Q1 		$2.03M Sell
24,565
-966
-4% -$72.7K 1.05% 29
2021
Q4 		$1.84M Buy
25,531
+20,531
+411% +$1.5M 0.89% 35
2021
Q3 		$325K Buy
5,000
+225
+5% +$16K 0.17% 138
2021
Q2 		$367K Hold
4,775
– – 0.19% 128
2021
Q1 		$362K Hold
4,775
– – 0.2% 125
2020
Q4 		$331K Hold
4,775
– – 0.2% 127
2020
Q3 		$291K Sell
4,775
-375
-7% -$21.4K 0.21% 114
2020
Q2 		$263K Hold
5,150
– – 0.19% 129
2020
Q1 		$226K Buy
5,150
+875
+20% +$43.1K 0.19% 123
2019
Q4 		$218K Buy
+4,275
New +$200K 0.15% 145
2019
Q3 		– Sell
-4,275
Closed -$201K – 166
2019
Q2 		$201K Sell
4,275
-700
-14% -$31.3K 0.14% 157
2019
Q1 		$205K Sell
4,975
-1,800
-27% -$72.2K 0.14% 159
2018
Q4 		$241K Sell
6,775
-6,500
-49% -$260K 0.19% 135
2018
Q3 		$563K Sell
13,275
-500
-4% -$20K 0.37% 95
2018
Q2 		$504K Sell
13,775
-1,800
-12% -$66.2K 0.33% 106
2018
Q1 		$550K Sell
15,575
-250
-2% -$9.02K 0.37% 98
2017
Q4 		$578K Sell
15,825
-625
-4% -$21.8K 0.41% 90
2017
Q3 		$553K Sell
16,450
-250
-1% -$7.95K 0.41% 89
2017
Q2 		$537K Sell
16,700
-250
-1% -$7.75K 0.4% 92
2017
Q1 		$498K Sell
16,950
-2,250
-12% -$66.8K 0.38% 87
2016
Q4 		$548K Sell
19,200
-985
-5% -$29.1K 0.43% 77
2016
Q3 		$616K Sell
20,185
-2,250
-10% -$66.1K 0.52% 69
2016
Q2 		$578K Sell
22,435
-8,375
-27% -$226K 0.5% 65
2016
Q1 		$818K Sell
30,810
-2,705
-8% -$65.9K 0.7% 48
2015
Q4 		$855K Sell
33,515
-250
-0.7% -$7.02K 0.74% 43
2015
Q3 		$970K Sell
33,765
-750
-2% -$22.6K 0.92% 27
2015
Q2 		$1.11M Buy
34,515
+6,180
+22% +$221K 0.91% 31
2015
Q1 		$1.03M Buy
28,335
+18,500
+188% +$683K 0.89% 28
2014
Q4 		$379K Buy
9,835
+250
+3% +$9.9K 0.33% 124
2014
Q3 		$398K Sell
9,585
-40
-0.4% -$1.57K 0.35% 113
2014
Q2 		$349K Hold
9,625
– – 0.31% 118
2014
Q1 		$290K Hold
9,625
– – 0.27% 125
2013
Q4 		$291K Buy
+9,625
New +$277K 0.28% 123

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

New England Research & Management's CP Position: Q2 2026 in Review

New England Research & Management increased its Canadian Pacific Kansas City (CP) stake by 14% in Q2 2026, buying an estimated $199K and bringing the position to 18,698 shares worth $1.62M. The position accounts for 0.63% of the portfolio, ranked #52.

New England Research & Management first reported a position in CP in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.65M in Q1 2024. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • New England Research & Management held 18,698 shares of Canadian Pacific Kansas City worth $1.62M as of Q2 2026.
  • New England Research & Management bought 2,318 Canadian Pacific Kansas City shares in Q2 2026, an estimated $199K.
  • Canadian Pacific Kansas City made up 0.63% of New England Research & Management's portfolio in Q2 2026, its #52 holding.
  • New England Research & Management first reported a position in Canadian Pacific Kansas City in Q4 2013 and has held it in 50 quarters since.
  • New England Research & Management's Canadian Pacific Kansas City position peaked at $2.65M in Q1 2024.
  • 976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.