CWC
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Carolinas Wealth Consulting’s Canadian Pacific Kansas City CP Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-82
Closed -$5.73K – 188
2025
Q1 		$5.73K Buy
82
+2
+3% +$152 ﹤0.01% 589
2024
Q4 		$5.73K Buy
80
+16
+25% +$1.23K ﹤0.01% 618
2024
Q3 		$5.44K Buy
64
+5
+8% +$411 ﹤0.01% 651
2024
Q2 		$4.62K Sell
59
-995
-94% -$81K ﹤0.01% 660
2024
Q1 		$93K Buy
1,054
+1,002
+1,927% +$84.1K 0.02% 270
2023
Q4 		$4.09K Buy
52
+6
+13% +$439 ﹤0.01% 646
2023
Q3 		$3.26K Sell
46
-263
-85% -$20.9K ﹤0.01% 670
2023
Q2 		$25K Buy
+309
New +$24.4K ﹤0.01% 437
2023
Q1 		– Sell
-309
Closed -$23.1K – 1073
2022
Q4 		$23.1K Hold
309
– – 0.01% 470
2022
Q3 		$21K Sell
309
-1
-0.3% -$76 0.01% 437
2022
Q2 		$22K Hold
310
– – 0.01% 433
2022
Q1 		$26K Hold
310
– – 0.01% 433
2021
Q4 		$22K Buy
310
+20
+7% +$1.46K ﹤0.01% 470
2021
Q3 		$19K Hold
290
– – ﹤0.01% 475
2021
Q2 		$22K Hold
290
– – ﹤0.01% 485
2021
Q1 		$22K Sell
290
-515
-64% -$37.1K 0.01% 490
2020
Q4 		$56K Hold
805
– – 0.02% 321
2020
Q3 		$49K Hold
805
– – 0.02% 286
2020
Q2 		$41K Buy
+805
New +$38.2K 0.02% 220

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Carolinas Wealth Consulting's CP Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Canadian Pacific Kansas City (CP) in Q2 2025, closing a stake of 82 shares — an estimated $5.73K sold.

Carolinas Wealth Consulting first reported a position in CP in Q2 2020 and held it in 19 quarters. The position peaked at $93K in Q1 2024. 991 funds tracked by Wall St. Rank hold CP as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Canadian Pacific Kansas City position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 82 Canadian Pacific Kansas City shares in Q2 2025, an estimated $5.73K.
  • Carolinas Wealth Consulting first reported a position in Canadian Pacific Kansas City in Q2 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Canadian Pacific Kansas City position peaked at $93K in Q1 2024.
  • 991 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.