CWMK
CP icon

Caliber Wealth Management (Kansas)’s Canadian Pacific Kansas City CP Stock Holding History

Caliber Wealth Management (Kansas)’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 		$267K Sell
3,080
-87
-3% -$7.45K 0.03% 255
2026
Q1 		$249K Sell
3,167
-4
-0.1% -$316 0.03% 237
2025
Q4 		$233K Hold
3,171
– – 0.03% 241
2025
Q3 		$236K Sell
3,171
-2,910
-48% -$222K 0.03% 227
2025
Q2 		$482K Buy
+6,081
New +$468K 0.05% 184

Other funds holding CP

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s CP Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Canadian Pacific Kansas City (CP) stake by 2.7% in Q2 2026, selling an estimated $7.45K and leaving 3,080 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #255.

Caliber Wealth Management (Kansas) first reported a position in CP in Q2 2025 and has held it in 5 quarters since. The position peaked at $482K in Q2 2025. 438 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 3,080 shares of Canadian Pacific Kansas City worth $267K as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 87 Canadian Pacific Kansas City shares in Q2 2026, an estimated $7.45K.
  • Canadian Pacific Kansas City made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #255 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Canadian Pacific Kansas City in Q2 2025 and has held it in 5 quarters since.
  • Caliber Wealth Management (Kansas)'s Canadian Pacific Kansas City position peaked at $482K in Q2 2025.
  • 438 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.