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YCG LLC’s Canadian National Railway CNI Stock Holding History

YCG LLC’s Portfolio CNI Stock Details CNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.8M Sell
207,945
-49,114
-19% -$5.59M 2.18% 19
2026
Q1 		$26.4M Sell
257,059
-36,093
-12% -$3.72M 2.39% 19
2025
Q4 		$29M Buy
293,152
+1,366
+0.5% +$131K 2.19% 19
2025
Q3 		$27.5M Buy
291,786
+8,026
+3% +$774K 2.07% 21
2025
Q2 		$29.5M Sell
283,760
-2,087
-0.7% -$212K 2.28% 20
2025
Q1 		$27.9M Sell
285,847
-55,112
-16% -$5.57M 2.18% 19
2024
Q4 		$34.6M Buy
340,959
+46,133
+16% +$5.05M 2.75% 17
2024
Q3 		$34.5M Buy
294,826
+37,980
+15% +$4.43M 2.67% 18
2024
Q2 		$30.3M Buy
256,846
+6,517
+3% +$816K 2.47% 18
2024
Q1 		$32.9M Buy
250,329
+244
+0.1% +$31.2K 2.61% 20
2023
Q4 		$31.4M Buy
250,085
+14,249
+6% +$1.61M 2.6% 19
2023
Q3 		$25.5M Buy
235,836
+104,850
+80% +$12M 2.36% 22
2023
Q2 		$15.9M Buy
+130,986
New +$15.5M 1.41% 27

Other funds holding CNI

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

YCG LLC's CNI Position: Q2 2026 in Review

YCG LLC reduced its Canadian National Railway (CNI) stake by 19% in Q2 2026, selling an estimated $5.59M and leaving 207,945 shares worth $24.8M. The position accounts for 2.18% of the portfolio, ranked #19.

YCG LLC first reported a position in CNI in Q2 2023 and has held it in 13 quarters since. The position peaked at $34.6M in Q4 2024. 840 funds tracked by Wall St. Rank hold CNI as of Q2 2026.

  • YCG LLC held 207,945 shares of Canadian National Railway worth $24.8M as of Q2 2026.
  • YCG LLC sold 49,114 Canadian National Railway shares in Q2 2026, an estimated $5.59M.
  • Canadian National Railway made up 2.18% of YCG LLC's portfolio in Q2 2026, its #19 holding.
  • YCG LLC first reported a position in Canadian National Railway in Q2 2023 and has held it in 13 quarters since.
  • YCG LLC's Canadian National Railway position peaked at $34.6M in Q4 2024.
  • 840 funds tracked by Wall St. Rank held Canadian National Railway as of Q2 2026.

Based on YCG LLC's 13F filing for Q2 2026, filed 13 Aug 2026.