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XML Financial’s Canadian Pacific Kansas City CP Stock Holding History

XML Financial’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 		$340K Sell
4,326
-42
-1% -$3.32K 0.03% 321
2025
Q4 		$322K Buy
4,368
+42
+1% +$3.09K 0.03% 322
2025
Q3 		$322K Hold
4,326
– – 0.03% 303
2025
Q2 		$343K Hold
4,326
– – 0.03% 291
2025
Q1 		$304K Sell
4,326
-42
-1% -$3.19K 0.03% 285
2024
Q4 		$316K Sell
4,368
-146
-3% -$11.2K 0.03% 286
2024
Q3 		$386K Buy
4,514
+1
+0% +$82 0.04% 260
2024
Q2 		$355K Sell
4,513
-72
-2% -$5.86K 0.04% 258
2024
Q1 		$404K Hold
4,585
– – 0.04% 246
2023
Q4 		$362K Buy
4,585
+1
+0% +$73 0.04% 245
2023
Q3 		$341K Hold
4,584
– – 0.04% 241
2023
Q2 		$370K Hold
4,584
– – 0.04% 251
2023
Q1 		$353K Buy
4,584
+1
+0% +$77 0.04% 250
2022
Q4 		$342K Hold
4,583
– – 0.04% 240
2022
Q3 		$306K Buy
+4,583
New +$346K 0.04% 246
2022
Q2 		– Sell
-4,326
Closed -$357K – 255
2022
Q1 		$357K Sell
4,326
-256
-6% -$19.3K 0.04% 241
2021
Q4 		$330K Buy
+4,582
New +$335K 0.04% 247

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