Creative Planning
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Creative Planning’s Canadian Pacific Kansas City CP Stock Holding History

Creative Planning’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 		$15.4M Buy
195,850
+11,852
+6% +$937K 0.01% 527
2025
Q4 		$13.5M Sell
183,998
-23,686
-11% -$1.74M 0.01% 509
2025
Q3 		$15.5M Buy
207,684
+8,285
+4% +$633K 0.01% 432
2025
Q2 		$15.8M Buy
199,399
+4,897
+3% +$377K 0.01% 390
2025
Q1 		$13.7M Buy
194,502
+49,988
+35% +$3.8M 0.01% 400
2024
Q4 		$10.5M Buy
144,514
+1,456
+1% +$112K 0.01% 431
2024
Q3 		$12.2M Buy
143,058
+12,558
+10% +$1.03M 0.01% 386
2024
Q2 		$10.3M Sell
130,500
-84,609
-39% -$6.89M 0.01% 401
2024
Q1 		$19M Buy
215,109
+7,388
+4% +$620K 0.02% 277
2023
Q4 		$16.4M Sell
207,721
-698
-0.3% -$51.1K 0.03% 280
2023
Q3 		$15.5M Buy
208,419
+8,144
+4% +$646K 0.02% 276
2023
Q2 		$16.2M Buy
200,275
+15,120
+8% +$1.19M 0.02% 259
2023
Q1 		$14.2M Sell
185,155
-9,455
-5% -$730K 0.02% 267
2022
Q4 		$14.5M Buy
194,610
+24,426
+14% +$1.84M 0.02% 255
2022
Q3 		$11.4M Sell
170,184
-51,031
-23% -$3.85M 0.02% 282
2022
Q2 		$15.4M Buy
221,215
+62,030
+39% +$4.49M 0.03% 236
2022
Q1 		$13.1M Buy
159,185
+3,217
+2% +$242K 0.02% 282
2021
Q4 		$11.2M Buy
155,968
+39,731
+34% +$2.9M 0.02% 264
2021
Q3 		$7.56M Sell
116,237
-15
-0% -$1.07K 0.01% 318
2021
Q2 		$8.94M Sell
116,252
-2,848
-2% -$221K 0.02% 284
2021
Q1 		$9.04M Buy
119,100
+2,870
+2% +$207K 0.02% 292
2020
Q4 		$8.06M Buy
116,230
+1,010
+0.9% +$65.7K 0.02% 296
2020
Q3 		$7.01M Buy
115,220
+1,770
+2% +$101K 0.02% 269
2020
Q2 		$5.79M Sell
113,450
-2,620
-2% -$124K 0.02% 268
2020
Q1 		$5.1M Buy
116,070
+1,070
+0.9% +$52.7K 0.02% 255
2019
Q4 		$5.86M Sell
115,000
-50
-0% -$2.34K 0.02% 268
2019
Q3 		$5.12M Sell
115,050
-42,480
-27% -$2M 0.02% 281
2019
Q2 		$7.41M Sell
157,530
-745
-0.5% -$33.3K 0.02% 227
2019
Q1 		$6.52M Sell
158,275
-3,545
-2% -$142K 0.02% 226
2018
Q4 		$5.75M Buy
161,820
+1,860
+1% +$74.4K 0.02% 219
2018
Q3 		$6.78M Sell
159,960
-195
-0.1% -$7.8K 0.03% 223
2018
Q2 		$5.86M Buy
160,155
+655
+0.4% +$24.1K 0.02% 231
2018
Q1 		$5.63M Buy
159,500
+215
+0.1% +$7.76K 0.02% 224
2017
Q4 		$5.82M Buy
159,285
+240
+0.2% +$8.36K 0.03% 215
2017
Q3 		$5.34M Sell
159,045
-5,530
-3% -$176K 0.02% 225
2017
Q2 		$5.29M Buy
164,575
+785
+0.5% +$24.3K 0.03% 210
2017
Q1 		$4.81M Buy
163,790
+3,395
+2% +$101K 0.03% 211
2016
Q4 		$4.58M Sell
160,395
-840
-0.5% -$24.8K 0.03% 216
2016
Q3 		$4.92M Buy
161,235
+200
+0.1% +$5.88K 0.03% 204
2016
Q2 		$4.15M Buy
161,035
+445
+0.3% +$12K 0.03% 193
2016
Q1 		$4.26M Sell
160,590
-3,180
-2% -$77.5K 0.03% 173
2015
Q4 		$4.18M Buy
163,770
+430
+0.3% +$12.1K 0.03% 189
2015
Q3 		$4.69M Sell
163,340
-475
-0.3% -$14.3K 0.04% 167
2015
Q2 		$5.25M Buy
163,815
+2,515
+2% +$89.8K 0.05% 143
2015
Q1 		$5.89M Buy
161,300
+3,000
+2% +$111K 0.06% 136
2014
Q4 		$6.1M Buy
158,300
+485
+0.3% +$19.2K 0.06% 128
2014
Q3 		$6.55M Buy
157,815
+1,595
+1% +$62.5K 0.08% 113
2014
Q2 		$5.66M Buy
156,220
+565
+0.4% +$18.5K 0.07% 113
2014
Q1 		$4.68M Buy
155,655
+1,720
+1% +$52.2K 0.07% 109
2013
Q4 		$4.66M Buy
153,935
+137,500
+837% +$3.96M 0.08% 101
2013
Q3 		$405K Buy
16,435
+12,200
+288% +$301K 0.01% 504
2013
Q2 		$103K Buy
+4,235
New +$107K ﹤0.01% 975

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

Creative Planning's CP Position: Q1 2026 in Review

Creative Planning increased its Canadian Pacific Kansas City (CP) stake by 6.4% in Q1 2026, buying an estimated $937K and bringing the position to 195,850 shares worth $15.4M. The position accounts for 0.01% of the portfolio, ranked #527.

Creative Planning first reported a position in CP in Q2 2013 and has held it in 52 quarters since. The position peaked at $19M in Q1 2024. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

  • Creative Planning held 195,850 shares of Canadian Pacific Kansas City worth $15.4M as of Q1 2026.
  • Creative Planning bought 11,852 Canadian Pacific Kansas City shares in Q1 2026, an estimated $937K.
  • Canadian Pacific Kansas City made up 0.01% of Creative Planning's portfolio in Q1 2026, its #527 holding.
  • Creative Planning first reported a position in Canadian Pacific Kansas City in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Canadian Pacific Kansas City position peaked at $19M in Q1 2024.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.