StockDriftsStockDriftsTop 50 Beutel Goodman & CO LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TD | Toronto Dominion Bk | 5.74% | 6.42M | $780.4M | -13.04%(-962.98K) | $49.47(+149.16%) | 2026-06-30 | |
| BMO | Bank of Montreal | 3.5% | 2.70M | $476.3M | -13.10%(-406.27K) | $84.11(+120.28%) | 2026-06-30 | |
| RY | Royal Bank Cda | 3.32% | 2.18M | $451.3M | -39.54%(-1.43M) | $77.92(+178.27%) | 2026-06-30 | |
| PPG | PPG Industries | 2.88% | 3.23M | $391.4M | -13.06%(-484.82K) | $132.47(-13.86%) | 2026-06-30 | |
| EBAY | Ebay Inc | 2.77% | 3.37M | $376.2M | -21.29%(-910.43K) | $60.61(+70.16%) | 2026-06-30 | |
| CB | Chubb Limited | 2.4% | 957.1K | $326.1M | -17.28%(-199.96K) | $284.59(+21.49%) | 2026-06-30 | |
| QSR | Restaurant Brands International | 2.36% | 4.42M | $320.8M | -13.22%(-673.89K) | $66.02(+17.08%) | 2026-06-30 | |
| CP | Canadian Pacific Kansas City | 2.27% | 3.56M | $308.2M | -13.51%(-555.36K) | $57.54(+64.04%) | 2026-06-30 | |
| MDT | Medtronic PLC | 2.26% | 3.92M | $306.8M | -12.24%(-546.90K) | $85.01(+6.57%) | 2026-06-30 | |
| MAS | Masco | 2.22% | 3.71M | $302.0M | +17.23%(+545.44K) | $54.88(+35.44%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.83% | +36.13% | +5.85% | +32.85% |
| Top 20 Holdings Unweighted | +8.74% | +28.58% | +4.97% | +27.44% |
Beutel Goodman & CO LTD reports $13.59B in US-listed equity holdings across 163 positions in its most recent 13F filing. Its largest disclosed positions are TD (5.7%), BMO (3.5%) and RY (3.3%). The top 20 holdings account for 49.65% of reported assets. Its disclosed equity book has returned +36.13% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Beutel Goodman & CO LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1361974). View Beutel Goodman & CO LTD’s 13F filings on SEC