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

Trifecta 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
2025 Q4	–	Sell	-28	Closed	-$2.09K	–	304
2025 Q3	$2.09K	Hold	28	–	–	﹤0.01%	333
2025 Q2	$2.22K	Hold	28	–	–	﹤0.01%	331
2025 Q1	$1.97K	Hold	28	–	–	﹤0.01%	317
2024 Q4	$2.03K	Hold	28	–	–	﹤0.01%	302
2024 Q3	$2.4K	Hold	28	–	–	﹤0.01%	293
2024 Q2	$2.21K	Hold	28	–	–	﹤0.01%	300
2024 Q1	$2.47K	Hold	28	–	–	﹤0.01%	286
2023 Q4	$2.21K	Hold	28	–	–	﹤0.01%	318
2023 Q3	$2.08K	Hold	28	–	–	﹤0.01%	304
2023 Q2	$2.26K	Hold	28	–	–	﹤0.01%	291
2023 Q1	$2.15K	Hold	28	–	–	﹤0.01%	296
2022 Q4	$2.09K	Buy	+28	New	+$2.11K	﹤0.01%	292

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Trifecta Capital Advisors's CP Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Canadian Pacific Kansas City (CP) in Q4 2025, closing a stake of 28 shares — an estimated $2.09K sold.

Trifecta Capital Advisors first reported a position in CP in Q4 2022 and held it in 12 quarters. The position peaked at $2.47K in Q1 2024. 964 funds tracked by Wall St. Rank hold CP as of Q4 2025.

Trifecta Capital Advisors reported no remaining Canadian Pacific Kansas City position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 28 Canadian Pacific Kansas City shares in Q4 2025, an estimated $2.09K.
Trifecta Capital Advisors first reported a position in Canadian Pacific Kansas City in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Canadian Pacific Kansas City position peaked at $2.47K in Q1 2024.
964 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.