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

Compass 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 		$5.3M Buy
67,513
+2,364
+4% +$187K 1.31% 27
2025
Q4 		$4.8M Buy
65,149
+1,479
+2% +$109K 1.2% 34
2025
Q3 		$4.74M Buy
63,670
+634
+1% +$48.4K 1.06% 32
2025
Q2 		$5M Buy
63,036
+1,472
+2% +$113K 1.19% 29
2025
Q1 		$4.32M Buy
61,564
+3,247
+6% +$247K 1.1% 33
2024
Q4 		$4.22M Buy
58,317
+1,372
+2% +$106K 1.02% 35
2024
Q3 		$4.88M Buy
56,945
+74
+0.1% +$6.08K 1.15% 33
2024
Q2 		$4.48M Hold
56,871
– – 1.11% 31
2024
Q1 		$5.02M Sell
56,871
-451
-0.8% -$37.9K 1.26% 27
2023
Q4 		$4.56M Buy
57,322
+1,558
+3% +$114K 1.27% 22
2023
Q3 		$4.16M Sell
55,764
-193
-0.3% -$15.3K 1.31% 25
2023
Q2 		$4.53M Sell
55,957
-25
-0% -$1.97K 1.37% 21
2023
Q1 		$4.31M Sell
55,982
-144
-0.3% -$11.1K 1.37% 20
2022
Q4 		$4.19M Buy
+56,126
New +$4.22M 1.37% 19

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Compass Wealth Management's CP Position: Q1 2026 in Review

Compass Wealth Management increased its Canadian Pacific Kansas City (CP) stake by 3.6% in Q1 2026, buying an estimated $187K and bringing the position to 67,513 shares worth $5.3M. The position accounts for 1.31% of the portfolio, ranked #27.

Compass Wealth Management first reported a position in CP in Q4 2022 and has held it in 14 quarters since. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Compass Wealth Management held 67,513 shares of Canadian Pacific Kansas City worth $5.3M as of Q1 2026.
  • Compass Wealth Management bought 2,364 Canadian Pacific Kansas City shares in Q1 2026, an estimated $187K.
  • Canadian Pacific Kansas City made up 1.31% of Compass Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Compass Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2022 and has held it in 14 quarters since.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Compass Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.