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Papamarkou Wellner Asset Management’s Canadian Pacific Kansas City CP Stock Holding History

Papamarkou Wellner Asset 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
2025
Q4 		– Sell
-3,045
Closed -$227K – 91
2025
Q3 		$227K Sell
3,045
-250
-8% -$19.1K 0.14% 67
2025
Q2 		$261K Buy
+3,295
New +$253K 0.17% 62

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Papamarkou Wellner Asset Management's CP Position: Q4 2025 in Review

Papamarkou Wellner Asset Management sold out of Canadian Pacific Kansas City (CP) in Q4 2025, closing a stake of 3,045 shares — an estimated $227K sold.

Papamarkou Wellner Asset Management first reported a position in CP in Q2 2025 and held it in 2 quarters. The position peaked at $261K in Q2 2025. 961 funds tracked by Wall St. Rank hold CP as of Q4 2025.

  • Papamarkou Wellner Asset Management reported no remaining Canadian Pacific Kansas City position as of Q4 2025 after selling out during the quarter.
  • Papamarkou Wellner Asset Management sold 3,045 Canadian Pacific Kansas City shares in Q4 2025, an estimated $227K.
  • Papamarkou Wellner Asset Management first reported a position in Canadian Pacific Kansas City in Q2 2025 and held it in 2 quarters.
  • Papamarkou Wellner Asset Management's Canadian Pacific Kansas City position peaked at $261K in Q2 2025.
  • 961 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2025.

Based on Papamarkou Wellner Asset Management's 13F filing for Q4 2025, filed 18 Feb 2026.