ViaWealth’s Canadian Pacific Kansas City CP Stock Holding History

ViaWealth’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	$466K	Sell	5,921 -27	-0.5%	-$2.13K	0.26%	106
2025 Q4	$438K	Sell	5,948 -820	-12%	-$60.4K	0.25%	105
2025 Q3	$504K	Sell	6,768 -159	-2%	-$12.1K	0.28%	98
2025 Q2	$549K	Sell	6,927 -328	-5%	-$25.2K	0.32%	93
2025 Q1	$509K	Buy	7,255 +217	+3%	+$16.5K	0.31%	96
2024 Q4	$509K	Buy	7,038 +1,996	+40%	+$154K	0.31%	93
2024 Q3	$431K	Buy	5,042 +157	+3%	+$12.9K	0.25%	112
2024 Q2	$385K	Hold	4,885	–	–	0.24%	118
2024 Q1	$431K	Hold	4,885	–	–	0.27%	112
2023 Q4	$386K	Hold	4,885	–	–	0.27%	116
2023 Q3	$363K	Hold	4,885	–	–	0.27%	123
2023 Q2	$395K	Buy	+4,885	New	+$386K	0.29%	111
2023 Q1	–	Sell	-4,985	Closed	-$387K	–	151
2022 Q4	$387K	Buy	+4,985	New	+$375K	0.32%	113

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

ViaWealth's CP Position: Q1 2026 in Review

ViaWealth reduced its Canadian Pacific Kansas City (CP) stake by 0.45% in Q1 2026, selling an estimated $2.13K and leaving 5,921 shares worth $466K. The position accounts for 0.26% of the portfolio, ranked #106.

ViaWealth first reported a position in CP in Q4 2022 and has held it in 13 quarters since. The position peaked at $549K in Q2 2025. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

ViaWealth held 5,921 shares of Canadian Pacific Kansas City worth $466K as of Q1 2026.
ViaWealth sold 27 Canadian Pacific Kansas City shares in Q1 2026, an estimated $2.13K.
Canadian Pacific Kansas City made up 0.26% of ViaWealth's portfolio in Q1 2026, its #106 holding.
ViaWealth first reported a position in Canadian Pacific Kansas City in Q4 2022 and has held it in 13 quarters since.
ViaWealth's Canadian Pacific Kansas City position peaked at $549K in Q2 2025.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.