Wellington Management Group
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Wellington Management Group’s Canadian Pacific Kansas City CP Stock Holding History

Wellington Management Group’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 		$8.63M Buy
110,030
+3,481
+3% +$275K ﹤0.01% 1279
2025
Q4 		$7.85M Sell
106,549
-48,638
-31% -$3.58M ﹤0.01% 1313
2025
Q3 		$11.6M Sell
155,187
-727
-0.5% -$55.5K ﹤0.01% 1233
2025
Q2 		$12.4M Sell
155,914
-23,782
-13% -$1.83M ﹤0.01% 1142
2025
Q1 		$12.6M Sell
179,696
-2,074,660
-92% -$158M ﹤0.01% 1139
2024
Q4 		$163M Sell
2,254,356
-26,925
-1% -$2.07M 0.03% 418
2024
Q3 		$195M Buy
2,281,281
+5,781
+0.3% +$475K 0.03% 399
2024
Q2 		$179M Sell
2,275,500
-43,392
-2% -$3.53M 0.03% 410
2024
Q1 		$205M Sell
2,318,892
-100,118
-4% -$8.4M 0.04% 388
2023
Q4 		$192M Sell
2,419,010
-246,628
-9% -$18.1M 0.04% 405
2023
Q3 		$199M Sell
2,665,638
-315,754
-11% -$25M 0.04% 373
2023
Q2 		$241M Buy
2,981,392
+355,927
+14% +$28.1M 0.05% 351
2023
Q1 		$202M Sell
2,625,465
-896,750
-25% -$69.2M 0.04% 393
2022
Q4 		$262M Sell
3,522,215
-741,583
-17% -$55.8M 0.05% 328
2022
Q3 		$286M Sell
4,263,798
-1,241,105
-23% -$93.7M 0.06% 281
2022
Q2 		$384M Sell
5,504,903
-1,652,838
-23% -$120M 0.08% 231
2022
Q1 		$591M Buy
7,157,741
+6,585,655
+1,151% +$495M 0.1% 203
2021
Q4 		$41.2M Buy
572,086
+259,053
+83% +$18.9M 0.01% 887
2021
Q3 		$20.4M Buy
313,033
+309,800
+9,582% +$22.1M ﹤0.01% 1081
2021
Q2 		$249K Sell
3,233
-5,607
-63% -$435K ﹤0.01% 2063
2021
Q1 		$675K Buy
8,840
+3,890
+79% +$280K ﹤0.01% 1792
2020
Q4 		$343K Buy
4,950
+275
+6% +$17.9K ﹤0.01% 1792
2020
Q3 		$284K Hold
4,675
– – ﹤0.01% 1812
2020
Q2 		$237K Sell
4,675
-765
-14% -$36.3K ﹤0.01% 1782
2020
Q1 		$237K Buy
5,440
+185
+4% +$9.11K ﹤0.01% 1835
2019
Q4 		$268K Sell
5,255
-930
-15% -$43.6K ﹤0.01% 1960
2019
Q3 		$275K Buy
6,185
+40
+0.7% +$1.88K ﹤0.01% 1963
2019
Q2 		$290K Buy
6,145
+630
+11% +$28.1K ﹤0.01% 1981
2019
Q1 		$227K Buy
+5,515
New +$221K ﹤0.01% 1995
2018
Q4 		– Sell
-6,344,220
Closed -$269M – 2075
2018
Q3 		$269M Sell
6,344,220
-8,257,115
-57% -$330M 0.06% 321
2018
Q2 		$534M Buy
14,601,335
+1,050,760
+8% +$38.6M 0.12% 192
2018
Q1 		$478M Sell
13,550,575
-1,986,210
-13% -$71.7M 0.11% 208
2017
Q4 		$568M Buy
15,536,785
+1,952,135
+14% +$68M 0.13% 188
2017
Q3 		$457M Buy
13,584,650
+8,879,305
+189% +$282M 0.1% 208
2017
Q2 		$151M Buy
+4,705,345
New +$146M 0.04% 386
2015
Q4 		– Sell
-7,690
Closed -$220K – 2181
2015
Q3 		$220K Sell
7,690
-1,325
-15% -$40K ﹤0.01% 2104
2015
Q2 		$289K Hold
9,015
– – ﹤0.01% 2054
2015
Q1 		$330K Hold
9,015
– – ﹤0.01% 2067
2014
Q4 		$348K Sell
9,015
-32,975
-79% -$1.31M ﹤0.01% 2061
2014
Q3 		$1.74M Buy
41,990
+32,975
+366% +$1.29M ﹤0.01% 1707
2014
Q2 		$327K Sell
9,015
-95
-1% -$3.12K ﹤0.01% 2059
2014
Q1 		$273K Hold
9,110
– – ﹤0.01% 2082
2013
Q4 		$275K Sell
9,110
-335
-4% -$9.65K ﹤0.01% 2092
2013
Q3 		$233K Sell
9,445
-435,965
-98% -$10.8M ﹤0.01% 2115
2013
Q2 		$10.8M Buy
+445,410
New +$11.2M ﹤0.01% 1160

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 $123B AUM 34.51% 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

Wellington Management Group's CP Position: Q1 2026 in Review

Wellington Management Group increased its Canadian Pacific Kansas City (CP) stake by 3.3% in Q1 2026, buying an estimated $275K and bringing the position to 110,030 shares worth $8.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Wellington Management Group first reported a position in CP in Q2 2013 and has held it in 45 quarters since. The position peaked at $591M in Q1 2022. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Wellington Management Group held 110,030 shares of Canadian Pacific Kansas City worth $8.63M as of Q1 2026.
  • Wellington Management Group bought 3,481 Canadian Pacific Kansas City shares in Q1 2026, an estimated $275K.
  • Canadian Pacific Kansas City made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1279 holding.
  • Wellington Management Group first reported a position in Canadian Pacific Kansas City in Q2 2013 and has held it in 45 quarters since.
  • Wellington Management Group's Canadian Pacific Kansas City position peaked at $591M in Q1 2022.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.