Cherry Tree Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Cherry Tree 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	$8.26K	Hold	105	–	–	﹤0.01%	450
2025 Q4	$7.73K	Hold	105	–	–	﹤0.01%	452
2025 Q3	$7.82K	Hold	105	–	–	﹤0.01%	436
2025 Q2	$8.32K	Hold	105	–	–	﹤0.01%	431
2025 Q1	$7.37K	Hold	105	–	–	﹤0.01%	479
2024 Q4	$7.6K	Hold	105	–	–	﹤0.01%	443
2024 Q3	$8.98K	Hold	105	–	–	﹤0.01%	432
2024 Q2	$8.27K	Hold	105	–	–	﹤0.01%	417
2024 Q1	$9.26K	Hold	105	–	–	﹤0.01%	385
2023 Q4	$8.3K	Buy	105 +100	+2,000%	+$7.32K	﹤0.01%	378
2023 Q3	$373	Hold	5	–	–	﹤0.01%	565
2023 Q2	$404	Buy	+5	New	+$395	﹤0.01%	572

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Cherry Tree Wealth Management's CP Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Canadian Pacific Kansas City (CP) position steady in Q1 2026 at 105 shares worth $8.26K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Cherry Tree Wealth Management first reported a position in CP in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.26K in Q1 2024. 956 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Cherry Tree Wealth Management held 105 shares of Canadian Pacific Kansas City worth $8.26K as of Q1 2026.
Cherry Tree Wealth Management left its Canadian Pacific Kansas City share count unchanged in Q1 2026.
Canadian Pacific Kansas City made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #450 holding.
Cherry Tree Wealth Management first reported a position in Canadian Pacific Kansas City in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Canadian Pacific Kansas City position peaked at $9.26K in Q1 2024.
956 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.