Waverly Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Waverly 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 Q1	$831K	Sell	10,564 -1,344	-11%	-$106K	0.01%	886
2025 Q4	$877K	Sell	11,908 -294	-2%	-$21.6K	0.01%	805
2025 Q3	$909K	Buy	12,202 +1,249	+11%	+$95.4K	0.01%	667
2025 Q2	$868K	Buy	10,953 +149	+1%	+$11.5K	0.01%	652
2025 Q1	$759K	Buy	10,804 +270	+3%	+$20.5K	0.01%	669
2024 Q4	$762K	Buy	10,534 +4,938	+88%	+$380K	0.01%	580
2024 Q3	$479K	Sell	5,596 -1,893	-25%	-$156K	0.01%	592
2024 Q2	$590K	Buy	7,489 +1,685	+29%	+$137K	0.01%	538
2024 Q1	$512K	Buy	+5,804	New	+$487K	0.01%	473
2015 Q2	–	Sell	-320	Closed	-$12K	–	367
2015 Q1	$12K	Hold	320	–	–	0.01%	240
2014 Q4	$12K	Hold	320	–	–	0.01%	274
2014 Q3	$13K	Hold	320	–	–	0.01%	412
2014 Q2	$12K	Hold	320	–	–	0.01%	403
2014 Q1	$10K	Hold	320	–	–	﹤0.01%	420
2013 Q4	$10K	Buy	+320	New	+$9.22K	﹤0.01%	553

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

Waverly Advisors's CP Position: Q1 2026 in Review

Waverly Advisors reduced its Canadian Pacific Kansas City (CP) stake by 11% in Q1 2026, selling an estimated $106K and leaving 10,564 shares worth $831K. The position accounts for 0.01% of the portfolio, ranked #886.

Waverly Advisors first reported a position in CP in Q4 2013 and has held it in 15 quarters since. The position peaked at $909K in Q3 2025. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Waverly Advisors held 10,564 shares of Canadian Pacific Kansas City worth $831K as of Q1 2026.
Waverly Advisors sold 1,344 Canadian Pacific Kansas City shares in Q1 2026, an estimated $106K.
Canadian Pacific Kansas City made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #886 holding.
Waverly Advisors first reported a position in Canadian Pacific Kansas City in Q4 2013 and has held it in 15 quarters since.
Waverly Advisors's Canadian Pacific Kansas City position peaked at $909K in Q3 2025.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.