Cassaday & Co Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Cassaday & Co 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	$64.4K	Buy	+821	New	+$64.9K	﹤0.01%	561

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Cassaday & Co Wealth Management's CP Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Canadian Pacific Kansas City (CP) in Q1 2026: 821 shares worth $64.4K. The stake represents ﹤0.01% of the portfolio and ranks #561 among its holdings.

950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Cassaday & Co Wealth Management held 821 shares of Canadian Pacific Kansas City worth $64.4K as of Q1 2026.
Canadian Pacific Kansas City was a new Cassaday & Co Wealth Management position in Q1 2026.
Canadian Pacific Kansas City made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #561 holding.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.