CWM
CP icon

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

Calamos 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 		– Sell
-153,882
Closed -$11.3M – 558
2025
Q4 		$11.3M Sell
153,882
-247
-0.2% -$18.2K 0.39% 60
2025
Q3 		$11.5M Sell
154,129
-2,793
-2% -$213K 0.41% 59
2025
Q2 		$12.4M Buy
156,922
+4,030
+3% +$310K 0.53% 49
2025
Q1 		$10.7M Buy
152,892
+696
+0.5% +$52.9K 0.54% 51
2024
Q4 		$11M Buy
152,196
+143,155
+1,583% +$11M 0.55% 50
2024
Q3 		$773K Buy
9,041
+5
+0.1% +$411 0.04% 177
2024
Q2 		$711K Sell
9,036
-335
-4% -$27.3K 0.04% 168
2024
Q1 		$826K Buy
9,371
+82
+0.9% +$6.88K 0.05% 164
2023
Q4 		$734K Sell
9,289
-13,942
-60% -$1.02M 0.05% 162
2023
Q3 		$1.73M Sell
23,231
-4,241
-15% -$336K 0.13% 101
2023
Q2 		$2.22M Sell
27,472
-189
-0.7% -$14.9K 0.16% 95
2023
Q1 		$2.13M Sell
27,661
-626
-2% -$48.3K 0.17% 97
2022
Q4 		$2.11M Sell
28,287
-3,731
-12% -$281K 0.16% 99
2022
Q3 		$2.14M Sell
32,018
-2,269
-7% -$171K 0.18% 93
2022
Q2 		$2.4M Sell
34,287
-756
-2% -$54.7K 0.21% 89
2022
Q1 		$2.89M Buy
35,043
+8,358
+31% +$629K 0.22% 93
2021
Q4 		$1.92M Buy
26,685
+11,970
+81% +$874K 0.14% 111
2021
Q3 		$958K Sell
14,715
-7,994
-35% -$570K 0.08% 166
2021
Q2 		$1.75M Buy
22,709
+1,179
+5% +$91.4K 0.14% 115
2021
Q1 		$1.63M Buy
21,530
+2,300
+12% +$166K 0.13% 117
2020
Q4 		$1.33M Buy
19,230
+3,015
+19% +$196K 0.12% 121
2020
Q3 		$987K Buy
16,215
+2,840
+21% +$162K 0.11% 127
2020
Q2 		$683K Buy
13,375
+6,200
+86% +$294K 0.09% 150
2020
Q1 		$315K Buy
+7,175
New +$353K 0.05% 199

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCI Fund Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Calamos Wealth Management's CP Position: Q1 2026 in Review

Calamos Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q1 2026, closing a stake of 153,882 shares — an estimated $11.3M sold.

Calamos Wealth Management first reported a position in CP in Q1 2020 and held it in 24 quarters. The position peaked at $12.4M in Q2 2025. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Calamos Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q1 2026 after selling out during the quarter.
  • Calamos Wealth Management sold 153,882 Canadian Pacific Kansas City shares in Q1 2026, an estimated $11.3M.
  • Calamos Wealth Management first reported a position in Canadian Pacific Kansas City in Q1 2020 and held it in 24 quarters.
  • Calamos Wealth Management's Canadian Pacific Kansas City position peaked at $12.4M in Q2 2025.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.