Abacus Wealth Partners’s Canadian Pacific Kansas City CP Stock Holding History

Abacus Wealth Partners’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 Q2	$260K	Sell	2,999 -37	-1%	-$3.17K	0.03%	262
2026 Q1	$239K	Sell	3,036 -9	-0.3%	-$711	0.02%	424
2025 Q4	$224K	Buy	3,045 +33	+1%	+$2.43K	0.02%	444
2025 Q3	$224K	Buy	3,012 +37	+1%	+$2.83K	0.03%	90
2025 Q2	$236K	Sell	2,975 -62	-2%	-$4.77K	0.04%	93
2025 Q1	$213K	Buy	3,037 +82	+3%	+$6.24K	0.03%	82
2024 Q4	$214K	Sell	2,955 -60	-2%	-$4.62K	0.03%	81
2024 Q3	$258K	Buy	3,015 +60	+2%	+$4.93K	0.04%	78
2024 Q2	$233K	Hold	2,955	–	–	0.04%	74
2024 Q1	$261K	Buy	2,955 +37	+1%	+$3.11K	0.04%	74
2023 Q4	$231K	Sell	2,918 -178	-6%	-$13K	0.04%	69
2023 Q3	$230K	Hold	3,096	–	–	0.07%	66
2023 Q2	$250K	Buy	3,096 +178	+6%	+$14.1K	0.08%	72
2023 Q1	$236K	Hold	2,918	–	–	0.08%	78
2022 Q4	$218K	Buy	+2,918	New	+$220K	0.08%	74
2022 Q3	–	Sell	-2,918	Closed	-$204K	–	78
2022 Q2	$204K	Hold	2,918	–	–	0.11%	75
2022 Q1	$241K	Sell	2,918 -585	-17%	-$44K	0.11%	70
2021 Q4	$252K	Buy	+3,503	New	+$256K	0.09%	92

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Abacus Wealth Partners's CP Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Canadian Pacific Kansas City (CP) stake by 1.2% in Q2 2026, selling an estimated $3.17K and leaving 2,999 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #262.

Abacus Wealth Partners first reported a position in CP in Q4 2021 and has held it in 18 quarters since. The position peaked at $261K in Q1 2024. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Abacus Wealth Partners held 2,999 shares of Canadian Pacific Kansas City worth $260K as of Q2 2026.
Abacus Wealth Partners sold 37 Canadian Pacific Kansas City shares in Q2 2026, an estimated $3.17K.
Canadian Pacific Kansas City made up 0.03% of Abacus Wealth Partners's portfolio in Q2 2026, its #262 holding.
Abacus Wealth Partners first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 18 quarters since.
Abacus Wealth Partners's Canadian Pacific Kansas City position peaked at $261K in Q1 2024.
976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.