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

Accretive 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
Q1 		$946K Buy
12,031
+182
+2% +$14.4K 0.27% 91
2025
Q4 		$872K Buy
11,849
+331
+3% +$24.4K 0.26% 89
2025
Q3 		$858K Sell
11,518
-288
-2% -$22K 0.26% 92
2025
Q2 		$936K Buy
11,806
+157
+1% +$12.1K 0.31% 88
2025
Q1 		$856K Buy
11,649
+1,588
+16% +$121K 0.3% 91
2024
Q4 		$728K Buy
10,061
+344
+4% +$26.5K 0.31% 95
2024
Q3 		$831K Buy
9,717
+98
+1% +$8.06K 0.35% 91
2024
Q2 		$757K Buy
9,619
+87
+0.9% +$7.08K 0.32% 91
2024
Q1 		$760K Buy
9,532
+2
+0% +$168 0.34% 91
2023
Q4 		$753K Buy
9,530
+145
+2% +$10.6K 0.36% 91
2023
Q3 		$698K Buy
9,385
+162
+2% +$12.8K 0.42% 77
2023
Q2 		$745K Buy
9,223
+464
+5% +$36.6K 0.44% 77
2023
Q1 		$674K Buy
8,759
+291
+3% +$22.5K 0.43% 76
2022
Q4 		$632K Buy
8,468
+290
+4% +$21.8K 0.43% 76
2022
Q3 		$546K Buy
8,178
+119
+1% +$8.98K 0.42% 80
2022
Q2 		$563K Sell
8,059
-64
-0.8% -$4.63K 0.41% 81
2022
Q1 		$670K Buy
+8,123
New +$611K 0.42% 83

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

Accretive Wealth Partners's CP Position: Q1 2026 in Review

Accretive Wealth Partners increased its Canadian Pacific Kansas City (CP) stake by 1.5% in Q1 2026, buying an estimated $14.4K and bringing the position to 12,031 shares worth $946K. The position accounts for 0.27% of the portfolio, ranked #91.

Accretive Wealth Partners first reported a position in CP in Q1 2022 and has held it in 17 quarters since. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Accretive Wealth Partners held 12,031 shares of Canadian Pacific Kansas City worth $946K as of Q1 2026.
  • Accretive Wealth Partners bought 182 Canadian Pacific Kansas City shares in Q1 2026, an estimated $14.4K.
  • Canadian Pacific Kansas City made up 0.27% of Accretive Wealth Partners's portfolio in Q1 2026, its #91 holding.
  • Accretive Wealth Partners first reported a position in Canadian Pacific Kansas City in Q1 2022 and has held it in 17 quarters since.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.