Ball & Co Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Ball & Co 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	$17K	Buy	205 +1	+0.5%	+$86	0.01%	52
2026 Q1	$16K	Hold	204	–	–	0.01%	55
2025 Q4	$15K	Hold	204	–	–	0.01%	53
2025 Q3	$15K	Buy	204 +1	+0.5%	+$76	0.01%	61
2025 Q2	$16K	Hold	203	–	–	0.02%	47
2025 Q1	$14K	Buy	203 +1	+0.5%	+$76	0.02%	44
2024 Q4	$14K	Buy	+202	New	+$15.6K	0.01%	46

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

Ball & Co Wealth Management's CP Position: Q2 2026 in Review

Ball & Co Wealth Management increased its Canadian Pacific Kansas City (CP) stake by 0.49% in Q2 2026, buying an estimated $86 and bringing the position to 205 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #52.

Ball & Co Wealth Management first reported a position in CP in Q4 2024 and has held it in 7 quarters since. 983 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Ball & Co Wealth Management held 205 shares of Canadian Pacific Kansas City worth $17K as of Q2 2026.
Ball & Co Wealth Management bought 1 Canadian Pacific Kansas City share in Q2 2026, an estimated $86.
Canadian Pacific Kansas City made up 0.01% of Ball & Co Wealth Management's portfolio in Q2 2026, its #52 holding.
Ball & Co Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2024 and has held it in 7 quarters since.
983 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.