WCM INVESTMENT MANAGEMENT, LLC CP holdings history
CANADIAN PACIFIC KANSAS CITY · CUSIP 13646K108 · CIK 1061186
As of 2026-06-30, WCM INVESTMENT MANAGEMENT, LLC reported 15.28M CP (shares), valued at $1.33B, or 2.41% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares decreased 4.99%; reported value increased 6.52%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.41% | 15,281,812 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 2.85% | 16,084,320 | SEC filing ↗Filed May 7, 2026 |
| Q4 2025 | 2.49% | 16,306,938 | SEC filing ↗Filed Feb 9, 2026 |
| Q3 2025 | 2.56% | 16,740,173 | SEC filing ↗Filed Nov 4, 2025 |
| Q2 2025 | 2.99% | 16,730,413 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 3.03% | 16,955,412 | SEC filing ↗Filed Apr 28, 2025 |
| Q4 2024 | 3.82% | 22,598,823 | SEC filing ↗Filed Jan 28, 2025Amended |
| Q3 2024 | 4.68% | 24,169,987 | SEC filing ↗Filed Nov 4, 2024 |
| Q2 2024 | 5.65% | 30,289,840 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 7.24% | 34,555,241 | SEC filing ↗Filed Apr 25, 2024 |
| Q4 2023 | 7.70% | 35,113,717 | SEC filing ↗Filed Jan 29, 2024 |
| Q3 2023 | 8.32% | 38,100,632 | SEC filing ↗Filed Oct 10, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 8.32% | 38,100,632 | $2.84B | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 10, 2023 |
| Q4 2023 | 7.70% | 35,113,717 | $2.78B | Shares decreased 7.84%; reported value decreased 1.80%, and weight changed -0.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2024 |
| Q1 2024 | 7.24% | 34,555,241 | $3.05B | Shares decreased 1.59%; reported value increased 9.43%, and weight changed -0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2024 |
| Q2 2024 | 5.65% | 30,289,840 | $2.39B | Shares decreased 12.34%; reported value decreased 21.49%, and weight changed -1.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 4.68% | 24,169,987 | $2.07B | Shares decreased 20.20%; reported value decreased 13.67%, and weight changed -0.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2024 |
| Q4 2024 | 3.82% | 22,598,823 | $1.63B | Shares decreased 6.50%; reported value decreased 21.25%, and weight changed -0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 3.03% | 16,955,412 | $1.18B | Shares decreased 24.97%; reported value decreased 27.62%, and weight changed -0.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2025 |
| Q2 2025 | 2.99% | 16,730,413 | $1.31B | Shares decreased 1.33%; reported value increased 11.31%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 2.56% | 16,740,173 | $1.23B | Shares increased 0.06%; reported value decreased 6.18%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2025 |
| Q4 2025 | 2.49% | 16,306,938 | $1.21B | Shares decreased 2.59%; reported value decreased 1.45%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2026 |
| Q1 2026 | 2.85% | 16,084,320 | $1.25B | Shares decreased 1.37%; reported value increased 2.92%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2026 |
| Q2 2026 | 2.41% | 15,281,812 | $1.33B | Shares decreased 4.99%; reported value increased 6.52%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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