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

Optimum 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
2025 Q3	$59K	Hold	792	–	–	0.02%	327
2025 Q2	$62.8K	Hold	792	–	–	0.03%	315
2025 Q1	$55.6K	Hold	792	–	–	0.03%	325
2024 Q4	$57.3K	Hold	792	–	–	0.03%	323
2024 Q3	$67.7K	Hold	792	–	–	0.03%	319
2024 Q2	$62.4K	Hold	792	–	–	0.03%	332
2024 Q1	$69.8K	Hold	792	–	–	0.03%	321
2023 Q4	$62.6K	Hold	792	–	–	0.03%	323
2023 Q3	$58.9K	Hold	792	–	–	0.03%	345
2023 Q2	$64K	Hold	792	–	–	0.03%	339
2023 Q1	$60.9K	Hold	792	–	–	0.03%	342
2022 Q4	$59.1K	Hold	792	–	–	0.03%	355
2022 Q3	$53K	Hold	792	–	–	0.03%	367
2022 Q2	$55K	Hold	792	–	–	0.03%	380
2022 Q1	$65K	Hold	792	–	–	0.03%	388
2021 Q4	$57K	Buy	+792	New	+$57.9K	0.02%	439
2015 Q1	$18K	Hold	500	–	–	0.01%	707
2014 Q4	$19K	Hold	500	–	–	0.01%	730
2014 Q3	$21K	Hold	500	–	–	0.01%	628
2014 Q2	$18K	Hold	500	–	–	0.01%	678
2014 Q1	$15K	Hold	500	–	–	0.01%	549
2013 Q4	$15K	Hold	500	–	–	0.01%	555
2013 Q3	$12K	Buy	+500	New	+$12.4K	﹤0.01%	558

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Optimum Investment Advisors's CP Position: Q3 2025 in Review

Optimum Investment Advisors held its Canadian Pacific Kansas City (CP) position steady in Q3 2025 at 792 shares worth $59K. The position accounts for 0.02% of the portfolio, ranked #327.

Optimum Investment Advisors first reported a position in CP in Q3 2013 and has held it in 23 quarters since. The position peaked at $69.8K in Q1 2024. 950 funds tracked by Wall St. Rank hold CP as of Q3 2025.

Optimum Investment Advisors held 792 shares of Canadian Pacific Kansas City worth $59K as of Q3 2025.
Optimum Investment Advisors left its Canadian Pacific Kansas City share count unchanged in Q3 2025.
Canadian Pacific Kansas City made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #327 holding.
Optimum Investment Advisors first reported a position in Canadian Pacific Kansas City in Q3 2013 and has held it in 23 quarters since.
Optimum Investment Advisors's Canadian Pacific Kansas City position peaked at $69.8K in Q1 2024.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.