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

BKM 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
2025 Q3	–	Sell	-7,926	Closed	-$628K	–	160
2025 Q2	$628K	Buy	7,926 +280	+4%	+$21.5K	0.25%	95
2025 Q1	$537K	Buy	7,646 +379	+5%	+$28.8K	0.22%	105
2024 Q4	$526K	Buy	7,267 +158	+2%	+$12.2K	0.22%	104
2024 Q3	$608K	Sell	7,109 -18,671	-72%	-$1.54M	0.25%	99
2024 Q2	$440K	Buy	25,780 +19,395	+304%	+$1.58M	0.21%	114
2024 Q1	$563K	Buy	6,385 +1,393	+28%	+$117K	0.24%	99
2023 Q4	$395K	Buy	+4,992	New	+$365K	0.17%	106

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

BKM Wealth Management's CP Position: Q3 2025 in Review

BKM Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q3 2025, closing a stake of 7,926 shares — an estimated $628K sold.

BKM Wealth Management first reported a position in CP in Q4 2023 and held it in 7 quarters. The position peaked at $628K in Q2 2025. 950 funds tracked by Wall St. Rank hold CP as of Q3 2025.

BKM Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q3 2025 after selling out during the quarter.
BKM Wealth Management sold 7,926 Canadian Pacific Kansas City shares in Q3 2025, an estimated $628K.
BKM Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2023 and held it in 7 quarters.
BKM Wealth Management's Canadian Pacific Kansas City position peaked at $628K in Q2 2025.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2025.

Based on BKM Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.