Bruce G. Allen Investments’s Canadian Pacific Kansas City CP Stock Holding History

Bruce G. Allen Investments’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	$32.1K	Buy	371 +208	+128%	+$17.8K	0.02%	339
2026 Q1	$12.8K	Buy	163 +157	+2,617%	+$12.4K	0.01%	458
2025 Q4	$442	Hold	6	–	–	﹤0.01%	989
2025 Q3	$447	Hold	6	–	–	﹤0.01%	982
2025 Q2	$476	Sell	6 -27	-82%	-$2.08K	﹤0.01%	965
2025 Q1	$2.32K	Hold	33	–	–	﹤0.01%	685
2024 Q4	$2.39K	Hold	33	–	–	﹤0.01%	678
2024 Q3	$2.82K	Sell	33 -4	-11%	-$329	﹤0.01%	657
2024 Q2	$2.91K	Sell	37 -2	-5%	-$163	﹤0.01%	638
2024 Q1	$3.44K	Hold	39	–	–	﹤0.01%	643
2023 Q4	$3.08K	Buy	+39	New	+$2.85K	﹤0.01%	674

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

Bruce G. Allen Investments's CP Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Canadian Pacific Kansas City (CP) stake by 128% in Q2 2026, buying an estimated $17.8K and bringing the position to 371 shares worth $32.1K. The position accounts for 0.02% of the portfolio, ranked #339.

Bruce G. Allen Investments first reported a position in CP in Q4 2023 and has held it in 11 quarters since. 986 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Bruce G. Allen Investments held 371 shares of Canadian Pacific Kansas City worth $32.1K as of Q2 2026.
Bruce G. Allen Investments bought 208 Canadian Pacific Kansas City shares in Q2 2026, an estimated $17.8K.
Canadian Pacific Kansas City made up 0.02% of Bruce G. Allen Investments's portfolio in Q2 2026, its #339 holding.
Bruce G. Allen Investments first reported a position in Canadian Pacific Kansas City in Q4 2023 and has held it in 11 quarters since.
986 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.