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 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 $570B AUM 27.57% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Ball & Co Wealth Management's CP Position: Q1 2026 in Review

Ball & Co Wealth Management held its Canadian Pacific Kansas City (CP) position steady in Q1 2026 at 204 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #55.

Ball & Co Wealth Management first reported a position in CP in Q4 2024 and has held it in 6 quarters since. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Ball & Co Wealth Management held 204 shares of Canadian Pacific Kansas City worth $16K as of Q1 2026.
Ball & Co Wealth Management left its Canadian Pacific Kansas City share count unchanged in Q1 2026.
Canadian Pacific Kansas City made up 0.01% of Ball & Co Wealth Management's portfolio in Q1 2026, its #55 holding.
Ball & Co Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2024 and has held it in 6 quarters since.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Ball & Co Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.