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Tred Avon Family Wealth’s Canadian Pacific Kansas City CP Stock Holding History

Tred Avon Family Wealth’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 		$436K Sell
5,542
-7
-0.1% -$553 0.14% 184
2025
Q4 		$409K Hold
5,549
– – 0.13% 176
2025
Q3 		$413K Buy
+5,549
New +$424K 0.14% 171

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 $115B AUM 41.58% 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

Tred Avon Family Wealth's CP Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Canadian Pacific Kansas City (CP) stake by 0.13% in Q1 2026, selling an estimated $553 and leaving 5,542 shares worth $436K. The position accounts for 0.14% of the portfolio, ranked #184.

Tred Avon Family Wealth first reported a position in CP in Q3 2025 and has held it in 3 quarters since. 951 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Tred Avon Family Wealth held 5,542 shares of Canadian Pacific Kansas City worth $436K as of Q1 2026.
  • Tred Avon Family Wealth sold 7 Canadian Pacific Kansas City shares in Q1 2026, an estimated $553.
  • Canadian Pacific Kansas City made up 0.14% of Tred Avon Family Wealth's portfolio in Q1 2026, its #184 holding.
  • Tred Avon Family Wealth first reported a position in Canadian Pacific Kansas City in Q3 2025 and has held it in 3 quarters since.
  • 951 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.