Capital Wealth Planning’s Canadian Pacific Kansas City CP Stock Holding History

Capital Wealth Planning’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	$13.3M	Sell	153,109 -33,083	-18%	-$2.83M	0.07%	89
2026 Q1	$14.6M	Buy	+186,192	New	+$14.7M	0.08%	76
2023 Q3	–	Sell	-2,756	Closed	-$223K	–	141
2023 Q2	$223K	Sell	2,756 -86	-3%	-$6.79K	﹤0.01%	127
2023 Q1	$219K	Buy	+2,842	New	+$219K	﹤0.01%	133

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

Capital Wealth Planning's CP Position: Q2 2026 in Review

Capital Wealth Planning reduced its Canadian Pacific Kansas City (CP) stake by 18% in Q2 2026, selling an estimated $2.83M and leaving 153,109 shares worth $13.3M. The position accounts for 0.07% of the portfolio, ranked #89.

Capital Wealth Planning first reported a position in CP in Q1 2023 and has held it in 4 quarters since. The position peaked at $14.6M in Q1 2026. 977 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Capital Wealth Planning held 153,109 shares of Canadian Pacific Kansas City worth $13.3M as of Q2 2026.
Capital Wealth Planning sold 33,083 Canadian Pacific Kansas City shares in Q2 2026, an estimated $2.83M.
Canadian Pacific Kansas City made up 0.07% of Capital Wealth Planning's portfolio in Q2 2026, its #89 holding.
Capital Wealth Planning first reported a position in Canadian Pacific Kansas City in Q1 2023 and has held it in 4 quarters since.
Capital Wealth Planning's Canadian Pacific Kansas City position peaked at $14.6M in Q1 2026.
977 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.