Avion Wealth’s Canadian Pacific Kansas City CP Stock Holding History

Avion Wealth’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	$30K	Hold	351	–	–	0.01%	313
2026 Q1	$27K	Hold	351	–	–	0.01%	282
2025 Q4	$25K	Hold	351	–	–	0.01%	298
2025 Q3	$26K	Hold	351	–	–	0.01%	298
2025 Q2	$27K	Hold	351	–	–	0.01%	270
2025 Q1	$25K	Hold	351	–	–	0.01%	261
2024 Q4	$25K	Hold	351	–	–	0.01%	261
2024 Q3	$30K	Hold	351	–	–	0.01%	214
2024 Q2	$27K	Hold	351	–	–	0.01%	212
2024 Q1	$31K	Hold	351	–	–	0.01%	190
2023 Q4	$28K	Hold	351	–	–	0.01%	190
2023 Q3	$26K	Hold	351	–	–	0.01%	192
2023 Q2	$28K	Hold	351	–	–	0.01%	200
2023 Q1	$26K	Hold	351	–	–	0.01%	195
2022 Q4	$23K	Hold	351	–	–	0.01%	198
2022 Q3	$23K	Hold	351	–	–	0.01%	199
2022 Q2	$25K	Hold	351	–	–	0.01%	188
2022 Q1	$29K	Hold	351	–	–	0.01%	160
2021 Q4	$25K	Buy	+351	New	+$25.6K	0.01%	165

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

Avion Wealth's CP Position: Q2 2026 in Review

Avion Wealth held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 351 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #313.

Avion Wealth first reported a position in CP in Q4 2021 and has held it in 19 quarters since. The position peaked at $31K in Q1 2024. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Avion Wealth held 351 shares of Canadian Pacific Kansas City worth $30K as of Q2 2026.
Avion Wealth left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
Canadian Pacific Kansas City made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #313 holding.
Avion Wealth first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 19 quarters since.
Avion Wealth's Canadian Pacific Kansas City position peaked at $31K in Q1 2024.
980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.