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Oak Family Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Oak Family 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
2025
Q4 		– Sell
-40,060
Closed -$2.98M – 116
2025
Q3 		$2.98M Sell
40,060
-21,926
-35% -$1.68M 0.75% 42
2025
Q2 		$4.91M Sell
61,986
-130
-0.2% -$10K 1.55% 25
2025
Q1 		$4.36M Buy
62,116
+58,495
+1,615% +$4.45M 1.47% 26
2024
Q4 		$262K Buy
+3,621
New +$279K 0.1% 91

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Oak Family Advisors's CP Position: Q4 2025 in Review

Oak Family Advisors sold out of Canadian Pacific Kansas City (CP) in Q4 2025, closing a stake of 40,060 shares — an estimated $2.98M sold.

Oak Family Advisors first reported a position in CP in Q4 2024 and held it in 4 quarters. The position peaked at $4.91M in Q2 2025. 965 funds tracked by Wall St. Rank hold CP as of Q4 2025.

  • Oak Family Advisors reported no remaining Canadian Pacific Kansas City position as of Q4 2025 after selling out during the quarter.
  • Oak Family Advisors sold 40,060 Canadian Pacific Kansas City shares in Q4 2025, an estimated $2.98M.
  • Oak Family Advisors first reported a position in Canadian Pacific Kansas City in Q4 2024 and held it in 4 quarters.
  • Oak Family Advisors's Canadian Pacific Kansas City position peaked at $4.91M in Q2 2025.
  • 965 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2025.

Based on Oak Family Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.