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Nicola Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Nicola Wealth 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
Q1 		– Sell
-141,500
Closed -$10.4M – 64
2025
Q4 		$10.4M Hold
141,500
– – 0.95% 41
2025
Q3 		$10.5M Buy
141,500
+45,100
+47% +$3.45M 0.94% 42
2025
Q2 		$7.66M Sell
96,400
-58,400
-38% -$4.49M 0.72% 42
2025
Q1 		$10.9M Buy
154,800
+33,000
+27% +$2.51M 1.06% 40
2024
Q4 		$12.7M Buy
+121,800
New +$9.38M 1.2% 35
2024
Q2 		– Sell
-124,966
Closed -$14.9M – 111
2024
Q1 		$14.9M Sell
124,966
-124,000
-50% -$10.4M 1.45% 27
2023
Q4 		$26.1M Sell
248,966
-62,334
-20% -$4.56M 2.74% 5
2023
Q3 		$31.4M Sell
311,300
-4,200
-1% -$333K 3.39% 3
2023
Q2 		$25.5M Buy
315,500
+63,400
+25% +$5.01M 2.5% 4
2023
Q1 		$19.4M Buy
252,100
+13,600
+6% +$1.05M 1.91% 15
2022
Q4 		$17.7M Hold
238,500
– – 1.8% 18
2022
Q3 		$16M Hold
238,500
– – 1.76% 13
2022
Q2 		$16.7M Buy
238,500
+4,500
+2% +$326K 1.59% 16
2022
Q1 		$19.3M Sell
234,000
-1,200
-0.5% -$90.3K 1.7% 12
2021
Q4 		$16.9M Buy
235,200
+20,800
+10% +$1.52M 1.59% 15
2021
Q3 		$13.9M Buy
214,400
+12,400
+6% +$884K 1.43% 20
2021
Q2 		$15.5M Sell
202,000
-6,000
-3% -$465K 1.59% 15
2021
Q1 		$15.9M Sell
208,000
-10,000
-5% -$720K 1.78% 13
2020
Q4 		$15.1M Hold
218,000
– – 1.88% 12
2020
Q3 		$13.3M Sell
218,000
-17,000
-7% -$970K 1.89% 11
2020
Q2 		$12M Buy
235,000
+25,000
+12% +$1.19M 1.65% 19
2020
Q1 		$13M Buy
210,000
+145,000
+223% +$7.14M 1.96% 12
2019
Q4 		$4.3M Buy
+65,000
New +$3.05M 0.65% 67
2019
Q2 		– Sell
-25,000
Closed -$1.38M – 96
2019
Q1 		$1.38M Hold
25,000
– – 0.21% 94
2018
Q4 		$1.21M Buy
+25,000
New +$1,000K 0.2% 97
2018
Q2 		– Sell
-120,000
Closed -$5.45M – 101
2018
Q1 		$5.45M Buy
+120,000
New +$4.33M 1.1% 27

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $55.2B AUM 57.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Nicola Wealth Management's CP Position: Q1 2026 in Review

Nicola Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q1 2026, closing a stake of 141,500 shares — an estimated $10.4M sold.

Nicola Wealth Management first reported a position in CP in Q1 2018 and held it in 26 quarters. The position peaked at $31.4M in Q3 2023. 956 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Nicola Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q1 2026 after selling out during the quarter.
  • Nicola Wealth Management sold 141,500 Canadian Pacific Kansas City shares in Q1 2026, an estimated $10.4M.
  • Nicola Wealth Management first reported a position in Canadian Pacific Kansas City in Q1 2018 and held it in 26 quarters.
  • Nicola Wealth Management's Canadian Pacific Kansas City position peaked at $31.4M in Q3 2023.
  • 956 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Nicola Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.