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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
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 		$9.85K 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 		$9.97K 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

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

Cornerstone Planning Group's CP Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Canadian Pacific Kansas City (CP) stake by 0.2% in Q2 2026, selling an estimated $86 and leaving 506 shares worth $46.2K. The position accounts for 0.01% of the portfolio, ranked #423.

Cornerstone Planning Group first reported a position in CP in Q4 2022 and has held it in 14 quarters since. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Cornerstone Planning Group held 506 shares of Canadian Pacific Kansas City worth $46.2K as of Q2 2026.
  • Cornerstone Planning Group sold 1 Canadian Pacific Kansas City share in Q2 2026, an estimated $86.
  • Canadian Pacific Kansas City made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #423 holding.
  • Cornerstone Planning Group first reported a position in Canadian Pacific Kansas City in Q4 2022 and has held it in 14 quarters since.
  • 980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.