Cornerstone Planning Group
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Cornerstone Planning Group’s Canadian Pacific Kansas City CP Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-506
Closed -$46.2K – 481
2026
Q2 		$46.2K Sell
506
-1
-0.2% -$86 0.01% 423
2026
Q1 		$42.3K Buy
507
+18
+4% +$1.42K 0.01% 443
2025
Q4 		$35.1K Sell
489
-9
-2% -$662 0.01% 432
2025
Q3 		$36.2K Buy
498
+335
+206% +$25.6K 0.01% 413
2025
Q2 		$12.2K Sell
163
-215
-57% -$16.5K ﹤0.01% 514
2025
Q1 		$27.6K Buy
378
+256
+210% +$19.5K 0.01% 343
2024
Q4 		$9.8K Sell
122
-19
-13% -$1.46K ﹤0.01% 434
2024
Q3 		$11K Buy
141
+3
+2% +$247 ﹤0.01% 401
2024
Q2 		$10.6K Buy
138
+13
+10% +$1.06K ﹤0.01% 429
2024
Q1 		$10K Buy
125
+22
+21% +$1.85K ﹤0.01% 407
2023
Q4 		$8.14K Hold
103
– – ﹤0.01% 466
2023
Q3 		$7.66K Sell
103
-100
-49% -$7.93K ﹤0.01% 473
2023
Q2 		$16.4K Buy
+203
New +$16K 0.01% 480
2022
Q4 		$22.3K Buy
+286
New +$21.5K 0.01% 420

Other funds holding CP

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cornerstone Planning Group's CP Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Canadian Pacific Kansas City (CP) in Q3 2026, closing a stake of 506 shares — an estimated $46.2K sold.

Cornerstone Planning Group first reported a position in CP in Q4 2022 and held it in 14 quarters. The position peaked at $46.2K in Q2 2026. 189 funds tracked by Wall St. Rank hold CP as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Canadian Pacific Kansas City position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 506 Canadian Pacific Kansas City shares in Q3 2026, an estimated $46.2K.
  • Cornerstone Planning Group first reported a position in Canadian Pacific Kansas City in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Canadian Pacific Kansas City position peaked at $46.2K in Q2 2026.
  • 189 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.