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Steward Partners Investment Advisory’s Canadian Pacific Kansas City CP Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$888K Buy
11,287
+494
+5% +$39K ﹤0.01% 1228
2025
Q4 		$795K Sell
10,793
-696
-6% -$51.2K ﹤0.01% 1183
2025
Q3 		$856K Buy
11,489
+807
+8% +$61.7K ﹤0.01% 1115
2025
Q2 		$847K Sell
10,682
-164
-2% -$12.6K 0.01% 1057
2025
Q1 		$761K Buy
10,846
+1,013
+10% +$77.1K 0.01% 1021
2024
Q4 		$712K Sell
9,833
-1,313
-12% -$101K 0.01% 1007
2024
Q3 		$953K Sell
11,146
-886
-7% -$72.8K 0.01% 875
2024
Q2 		$947K Buy
12,032
+351
+3% +$28.6K 0.01% 829
2024
Q1 		$1.03M Buy
11,681
+1,093
+10% +$91.7K 0.01% 780
2023
Q4 		$837K Buy
10,588
+2,059
+24% +$151K 0.01% 790
2023
Q3 		$635K Buy
8,529
+371
+5% +$29.4K 0.01% 835
2023
Q2 		$659K Sell
8,158
-11
-0.1% -$868 0.01% 839
2023
Q1 		$629K Buy
8,169
+244
+3% +$18.8K 0.01% 844
2022
Q4 		$591K Sell
7,925
-559
-7% -$42.1K 0.01% 837
2022
Q3 		$566K Sell
8,484
-376
-4% -$28.4K 0.01% 813
2022
Q2 		$619K Sell
8,860
-276
-3% -$20K 0.01% 787
2022
Q1 		$754K Sell
9,136
-316
-3% -$23.8K 0.01% 781
2021
Q4 		$681K Buy
9,452
+2,818
+42% +$206K 0.01% 836
2021
Q3 		$433K Buy
6,634
+894
+16% +$63.7K 0.01% 954
2021
Q2 		$441K Sell
5,740
-2,780
-33% -$215K 0.01% 986
2021
Q1 		$651K Buy
8,520
+290
+4% +$20.9K 0.01% 786
2020
Q4 		$571K Sell
8,230
-175
-2% -$11.4K 0.01% 716
2020
Q3 		$511K Buy
8,405
+55
+0.7% +$3.14K 0.01% 667
2020
Q2 		$425K Buy
8,350
+2,505
+43% +$119K 0.01% 681
2020
Q1 		$258K Sell
5,845
-500
-8% -$24.6K 0.01% 724
2019
Q4 		$323K Buy
6,345
+5
+0.1% +$234 0.01% 740
2019
Q3 		$282K Hold
6,340
– – 0.01% 739
2019
Q2 		$297K Buy
6,340
+5
+0.1% +$223 0.01% 695
2019
Q1 		$261K Hold
6,335
– – 0.01% 674
2018
Q4 		$224K Buy
6,335
+1,660
+36% +$66.4K 0.01% 678
2018
Q3 		$198K Hold
4,675
– – 0.01% 720
2018
Q2 		$171K Sell
4,675
-60
-1% -$2.21K 0.01% 691
2018
Q1 		$167K Buy
+4,735
New +$171K 0.01% 649

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Steward Partners Investment Advisory's CP Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Canadian Pacific Kansas City (CP) stake by 4.6% in Q1 2026, buying an estimated $39K and bringing the position to 11,287 shares worth $888K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Steward Partners Investment Advisory first reported a position in CP in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.03M in Q1 2024. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Steward Partners Investment Advisory held 11,287 shares of Canadian Pacific Kansas City worth $888K as of Q1 2026.
  • Steward Partners Investment Advisory bought 494 Canadian Pacific Kansas City shares in Q1 2026, an estimated $39K.
  • Canadian Pacific Kansas City made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1228 holding.
  • Steward Partners Investment Advisory first reported a position in Canadian Pacific Kansas City in Q1 2018 and has held it in 33 quarters since.
  • Steward Partners Investment Advisory's Canadian Pacific Kansas City position peaked at $1.03M in Q1 2024.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.