Rational Advisors
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Rational Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Rational 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
Q3 		$812K Buy
+9,539
New +$865K 0.08% 98
2024
Q4 		– Sell
-490
Closed -$41.9K – 119
2024
Q3 		$41.9K Sell
490
-74
-13% -$6.08K ﹤0.01% 136
2024
Q2 		$44.4K Sell
564
-30
-5% -$2.44K ﹤0.01% 161
2024
Q1 		$52.4K Hold
594
– – ﹤0.01% 168
2023
Q4 		$47K Hold
594
– – ﹤0.01% 160
2023
Q3 		$44.2K Sell
594
-16
-3% -$1.27K ﹤0.01% 167
2023
Q2 		$49.3K Sell
610
-24
-4% -$1.9K ﹤0.01% 166
2023
Q1 		$48.8K Buy
634
+24
+4% +$1.85K ﹤0.01% 156
2022
Q4 		$45.5K Buy
610
+16
+3% +$1.2K ﹤0.01% 138
2022
Q3 		$40K Buy
594
+30
+5% +$2.26K ﹤0.01% 126
2022
Q2 		$39K Buy
564
+87
+18% +$6.3K ﹤0.01% 142
2022
Q1 		$39K Buy
+477
New +$35.9K ﹤0.01% 151
2019
Q1 		– Sell
-3,765
Closed -$134K – 537
2018
Q4 		$134K Buy
+3,765
New +$151K 0.04% 217
2015
Q1 		– Sell
-20,000
Closed -$771K – 494
2014
Q4 		$771K Buy
+20,000
New +$792K 0.15% 155

Other funds holding CP

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Veritas Asset Management
Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

Rational Advisors's CP Position: Q3 2026 in Review

Rational Advisors opened a new position in Canadian Pacific Kansas City (CP) in Q3 2026: 9,539 shares worth $812K. The stake represents 0.08% of the portfolio and ranks #98 among its holdings. This is a return to the name: Rational Advisors previously reported a position in CP as recently as Q3 2024.

Rational Advisors first reported a position in CP in Q4 2014 and has held it in 14 quarters since. 504 funds tracked by Wall St. Rank hold CP as of Q3 2026.

  • Rational Advisors held 9,539 shares of Canadian Pacific Kansas City worth $812K as of Q3 2026.
  • Canadian Pacific Kansas City was a new Rational Advisors position in Q3 2026.
  • Canadian Pacific Kansas City made up 0.08% of Rational Advisors's portfolio in Q3 2026, its #98 holding.
  • Rational Advisors first reported a position in Canadian Pacific Kansas City in Q4 2014 and has held it in 14 quarters since.
  • 504 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on Rational Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.