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

OneDigital 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
Q2 		$13.6M Sell
157,193
-12,013
-7% -$1.03M 0.12% 161
2026
Q1 		$13.3M Buy
169,206
+1,582
+0.9% +$125K 0.13% 147
2025
Q4 		$12.3M Buy
167,624
+4,753
+3% +$350K 0.12% 150
2025
Q3 		$12.1M Sell
162,871
-5,016
-3% -$383K 0.12% 151
2025
Q2 		$13.3M Sell
167,887
-10,667
-6% -$820K 0.15% 132
2025
Q1 		$12.5M Buy
178,554
+119,886
+204% +$9.12M 0.15% 132
2024
Q4 		$4.25M Sell
58,668
-34,731
-37% -$2.68M 0.05% 269
2024
Q3 		$7.99M Sell
93,399
-3,321
-3% -$273K 0.09% 177
2024
Q2 		$7.61M Buy
96,720
+48,125
+99% +$3.92M 0.1% 174
2024
Q1 		$4.28M Sell
48,595
-1,545
-3% -$130K 0.07% 214
2023
Q4 		$3.96M Buy
50,140
+2,029
+4% +$149K 0.07% 213
2023
Q3 		$3.58M Buy
48,111
+425
+0.9% +$33.7K 0.08% 189
2023
Q2 		$3.85M Buy
47,686
+15,770
+49% +$1.25M 0.09% 180
2023
Q1 		$2.46M Buy
31,916
+28,987
+990% +$2.24M 0.06% 243
2022
Q4 		$218K Buy
+2,929
New +$220K 0.01% 748
2022
Q1 		– Sell
-3,246
Closed -$234K – 769
2021
Q4 		$234K Buy
+3,246
New +$237K 0.01% 672

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

OneDigital Investment Advisors's CP Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Canadian Pacific Kansas City (CP) stake by 7.1% in Q2 2026, selling an estimated $1.03M and leaving 157,193 shares worth $13.6M. The position accounts for 0.12% of the portfolio, ranked #161.

OneDigital Investment Advisors first reported a position in CP in Q4 2021 and has held it in 16 quarters since. 986 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • OneDigital Investment Advisors held 157,193 shares of Canadian Pacific Kansas City worth $13.6M as of Q2 2026.
  • OneDigital Investment Advisors sold 12,013 Canadian Pacific Kansas City shares in Q2 2026, an estimated $1.03M.
  • Canadian Pacific Kansas City made up 0.12% of OneDigital Investment Advisors's portfolio in Q2 2026, its #161 holding.
  • OneDigital Investment Advisors first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 16 quarters since.
  • 986 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.