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

United Capital Financial 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
Q2 		$670K Sell
7,728
-1,521
-16% -$130K ﹤0.01% 981
2026
Q1 		$728K Buy
9,249
+4,591
+99% +$363K ﹤0.01% 898
2025
Q4 		$343K Buy
4,658
+974
+26% +$71.7K ﹤0.01% 1114
2025
Q3 		$274K Sell
3,684
-21
-0.6% -$1.6K ﹤0.01% 1046
2025
Q2 		$294K Sell
3,705
-357
-9% -$27.5K ﹤0.01% 934
2025
Q1 		$285K Buy
4,062
+52
+1% +$3.96K ﹤0.01% 905
2024
Q4 		$290K Buy
4,010
+406
+11% +$31.3K ﹤0.01% 894
2024
Q3 		$308K Sell
3,604
-92
-2% -$7.56K ﹤0.01% 862
2024
Q2 		$291K Buy
3,696
+112
+3% +$9.12K ﹤0.01% 870
2024
Q1 		$316K Buy
3,584
+80
+2% +$6.71K ﹤0.01% 860
2023
Q4 		$277K Sell
3,504
-1,437
-29% -$105K ﹤0.01% 899
2023
Q3 		$368K Sell
4,941
-633
-11% -$50.2K ﹤0.01% 698
2023
Q2 		$450K Sell
5,574
-586
-10% -$46.3K ﹤0.01% 693
2023
Q1 		$474K Sell
6,160
-255
-4% -$19.7K ﹤0.01% 734
2022
Q4 		$479K Buy
6,415
+160
+3% +$12K ﹤0.01% 767
2022
Q3 		$417K Buy
6,255
+1,111
+22% +$83.9K ﹤0.01% 801
2022
Q2 		$359K Sell
5,144
-466
-8% -$33.7K ﹤0.01% 890
2022
Q1 		$463K Sell
5,610
-117
-2% -$8.8K ﹤0.01% 852
2021
Q4 		$412K Buy
+5,727
New +$418K ﹤0.01% 917
2019
Q4 		– Sell
-3,545
Closed -$158K – 1382
2019
Q3 		$158K Sell
3,545
-1,955
-36% -$92K ﹤0.01% 1221
2019
Q2 		$259K Buy
+5,500
New +$246K ﹤0.01% 1270
2018
Q4 		– Sell
-4,980
Closed -$211K – 1296
2018
Q3 		$211K Sell
4,980
-1,040
-17% -$41.6K ﹤0.01% 1239
2018
Q2 		$220K Sell
6,020
-85
-1% -$3.13K ﹤0.01% 1200
2018
Q1 		$216K Buy
+6,105
New +$220K ﹤0.01% 1212
2015
Q3 		– Sell
-40,785
Closed -$1.31M – 1256
2015
Q2 		$1.31M Sell
40,785
-775
-2% -$27.7K 0.02% 678
2015
Q1 		$1.58M Sell
41,560
-3,550
-8% -$131K 0.02% 618
2014
Q4 		$1.74M Buy
+45,110
New +$1.79M 0.03% 510

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

United Capital Financial Advisors's CP Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Canadian Pacific Kansas City (CP) stake by 16% in Q2 2026, selling an estimated $130K and leaving 7,728 shares worth $670K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

United Capital Financial Advisors first reported a position in CP in Q4 2014 and has held it in 27 quarters since. The position peaked at $1.74M in Q4 2014. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • United Capital Financial Advisors held 7,728 shares of Canadian Pacific Kansas City worth $670K as of Q2 2026.
  • United Capital Financial Advisors sold 1,521 Canadian Pacific Kansas City shares in Q2 2026, an estimated $130K.
  • Canadian Pacific Kansas City made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #981 holding.
  • United Capital Financial Advisors first reported a position in Canadian Pacific Kansas City in Q4 2014 and has held it in 27 quarters since.
  • United Capital Financial Advisors's Canadian Pacific Kansas City position peaked at $1.74M in Q4 2014.
  • 976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.