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
2015
Q2 		– Sell
-1,500
Closed -$2K – 1460
2015
Q1 		$2K Buy
+1,500
New +$55.4K ﹤0.01% 3853

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.