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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
Q2 		$71.2K Hold
821
– – ﹤0.01% 554
2026
Q1 		$64.4K Buy
+821
New +$64.9K ﹤0.01% 561

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Cassaday & Co Wealth Management's CP Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 821 shares worth $71.2K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Cassaday & Co Wealth Management first reported a position in CP in Q1 2026 and has held it in 2 quarters since. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Cassaday & Co Wealth Management held 821 shares of Canadian Pacific Kansas City worth $71.2K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
  • Canadian Pacific Kansas City made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #554 holding.
  • Cassaday & Co Wealth Management first reported a position in Canadian Pacific Kansas City in Q1 2026 and has held it in 2 quarters since.
  • 980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.