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Stamos Capital Partners’s Canadian Pacific Kansas City CP Stock Holding History

Stamos Capital Partners’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 		$5.86M Sell
67,652
-7,320
-10% -$627K 0.9% 38
2026
Q1 		$5.9M Sell
74,972
-2,319
-3% -$183K 0.92% 27
2025
Q4 		$5.69M Buy
77,291
+34,646
+81% +$2.55M 0.91% 29
2025
Q3 		$3.18M Sell
42,645
-6,208
-13% -$474K 0.6% 41
2025
Q2 		$3.87M Buy
48,853
+16,041
+49% +$1.23M 0.69% 46
2025
Q1 		$2.3M Buy
32,812
+1,382
+4% +$105K 0.6% 50
2024
Q4 		$2.27M Buy
31,430
+17,010
+118% +$1.31M 0.53% 50
2024
Q3 		$1.23M Sell
14,420
-3,260
-18% -$268K 0.29% 85
2024
Q2 		$1.39M Buy
17,680
+6,480
+58% +$527K 0.3% 83
2024
Q1 		$988K Sell
11,200
-1,920
-15% -$161K 0.22% 93
2023
Q4 		$1.04M Sell
13,120
-17,450
-57% -$1.28M 0.28% 77
2023
Q3 		$2.27M Buy
30,570
+17,820
+140% +$1.41M 0.51% 57
2023
Q2 		$1.03M Buy
12,750
+2,440
+24% +$193K 0.24% 88
2023
Q1 		$793K Buy
10,310
+4,010
+64% +$310K 0.2% 81
2022
Q4 		$470K Sell
6,300
-15,790
-71% -$1.19M 0.15% 116
2022
Q3 		$1.47M Buy
22,090
+6,460
+41% +$488K 0.37% 64
2022
Q2 		$1.09M Buy
15,630
+5,130
+49% +$371K 0.33% 61
2022
Q1 		$867K Buy
+10,500
New +$790K 0.29% 68
2020
Q2 		– Sell
-11,615
Closed -$510K – 69
2020
Q1 		$510K Buy
+11,615
New +$572K 0.27% 70

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Stamos Capital Partners's CP Position: Q2 2026 in Review

Stamos Capital Partners reduced its Canadian Pacific Kansas City (CP) stake by 9.8% in Q2 2026, selling an estimated $627K and leaving 67,652 shares worth $5.86M. The position accounts for 0.9% of the portfolio, ranked #38.

Stamos Capital Partners first reported a position in CP in Q1 2020 and has held it in 19 quarters since. The position peaked at $5.9M in Q1 2026. 983 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Stamos Capital Partners held 67,652 shares of Canadian Pacific Kansas City worth $5.86M as of Q2 2026.
  • Stamos Capital Partners sold 7,320 Canadian Pacific Kansas City shares in Q2 2026, an estimated $627K.
  • Canadian Pacific Kansas City made up 0.9% of Stamos Capital Partners's portfolio in Q2 2026, its #38 holding.
  • Stamos Capital Partners first reported a position in Canadian Pacific Kansas City in Q1 2020 and has held it in 19 quarters since.
  • Stamos Capital Partners's Canadian Pacific Kansas City position peaked at $5.9M in Q1 2026.
  • 983 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.