Private Capital Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Private Capital 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	-9,000	Closed	-$708K	–	77
2026 Q1	$708K	Hold	9,000	–	–	0.08%	45
2025 Q4	$663K	Hold	9,000	–	–	0.07%	45
2025 Q3	$670K	Hold	9,000	–	–	0.07%	51
2025 Q2	$713K	Hold	9,000	–	–	0.09%	44
2025 Q1	$632K	Hold	9,000	–	–	0.08%	45
2024 Q4	$651K	Sell	9,000 -517	-5%	-$39.8K	0.08%	45
2024 Q3	$814K	Hold	9,517	–	–	0.09%	46
2024 Q2	$749K	Hold	9,517	–	–	0.08%	48
2024 Q1	$839K	Hold	9,517	–	–	0.1%	46
2023 Q4	$752K	Hold	9,517	–	–	0.11%	45
2023 Q3	$675K	Hold	9,517	–	–	0.1%	51
2023 Q2	$769K	Hold	9,517	–	–	0.13%	46
2023 Q1	$732K	Hold	9,517	–	–	0.14%	49
2022 Q4	$710K	Hold	9,517	–	–	0.12%	49
2022 Q3	$635K	Hold	9,517	–	–	0.11%	52
2022 Q2	$665K	Hold	9,517	–	–	0.11%	53
2022 Q1	$786K	Hold	9,517	–	–	0.11%	67
2021 Q4	$685K	Buy	+9,517	New	+$695K	0.11%	52

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

Private Capital Advisors's CP Position: Q2 2026 in Review

Private Capital Advisors sold out of Canadian Pacific Kansas City (CP) in Q2 2026, closing a stake of 9,000 shares — an estimated $708K sold.

Private Capital Advisors first reported a position in CP in Q4 2021 and held it in 18 quarters. The position peaked at $839K in Q1 2024. 986 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Private Capital Advisors reported no remaining Canadian Pacific Kansas City position as of Q2 2026 after selling out during the quarter.
Private Capital Advisors sold 9,000 Canadian Pacific Kansas City shares in Q2 2026, an estimated $708K.
Private Capital Advisors first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 18 quarters.
Private Capital Advisors's Canadian Pacific Kansas City position peaked at $839K in Q1 2024.
986 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Private Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.