Pictet North America Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Pictet North America 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	–	Sell	-5,083	Closed	-$399K	–	155
2026 Q1	$399K	Sell	5,083 -34,542	-87%	-$2.73M	0.04%	125
2025 Q4	$2.92M	Sell	39,625 -252,965	-86%	-$18.6M	0.28%	66
2025 Q3	$21.8M	Sell	292,590 -56,583	-16%	-$4.32M	2.04%	15
2025 Q2	$27.7M	Sell	349,173 -364	-0.1%	-$28K	2.78%	9
2025 Q1	$24.5M	Buy	349,537 +164,010	+88%	+$12.5M	2.45%	11
2024 Q4	$13.4M	Sell	185,527 -127,514	-41%	-$9.82M	1.28%	23
2024 Q3	$26.9M	Buy	313,041 +6,789	+2%	+$558K	2.66%	8
2024 Q2	$24.5M	Buy	306,252 +55,731	+22%	+$4.54M	2.66%	8
2024 Q1	$22.2M	Buy	+250,521	New	+$21M	2.48%	9

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Pictet North America Advisors's CP Position: Q2 2026 in Review

Pictet North America Advisors sold out of Canadian Pacific Kansas City (CP) in Q2 2026, closing a stake of 5,083 shares — an estimated $399K sold.

Pictet North America Advisors first reported a position in CP in Q1 2024 and held it in 9 quarters. The position peaked at $27.7M in Q2 2025. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Pictet North America Advisors reported no remaining Canadian Pacific Kansas City position as of Q2 2026 after selling out during the quarter.
Pictet North America Advisors sold 5,083 Canadian Pacific Kansas City shares in Q2 2026, an estimated $399K.
Pictet North America Advisors first reported a position in Canadian Pacific Kansas City in Q1 2024 and held it in 9 quarters.
Pictet North America Advisors's Canadian Pacific Kansas City position peaked at $27.7M in Q2 2025.
976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Pictet North America Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.