Ariadne Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Ariadne Wealth Management’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	$474K	Hold	5,473	–	–	0.21%	120
2026 Q1	$431K	Hold	5,473	–	–	0.19%	115
2025 Q4	$458K	Buy	5,473 +20	+0.4%	+$1.47K	0.19%	114
2025 Q3	$388K	Sell	5,453 -58	-1%	-$4.43K	0.17%	125
2025 Q2	$417K	Hold	5,511	–	–	0.2%	108
2025 Q1	$404K	Hold	5,511	–	–	0.21%	105
2024 Q4	$431K	Hold	5,511	–	–	0.2%	101
2024 Q3	$434K	Buy	+5,511	New	+$453K	0.24%	81

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

Ariadne Wealth Management's CP Position: Q2 2026 in Review

Ariadne Wealth Management held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 5,473 shares worth $474K. The position accounts for 0.21% of the portfolio, ranked #120.

Ariadne Wealth Management first reported a position in CP in Q3 2024 and has held it in 8 quarters since. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Ariadne Wealth Management held 5,473 shares of Canadian Pacific Kansas City worth $474K as of Q2 2026.
Ariadne Wealth Management left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
Canadian Pacific Kansas City made up 0.21% of Ariadne Wealth Management's portfolio in Q2 2026, its #120 holding.
Ariadne Wealth Management first reported a position in Canadian Pacific Kansas City in Q3 2024 and has held it in 8 quarters since.
980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.