Creative Planning
CP icon

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 $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

Creative Planning's CP Position: Q2 2026 in Review

Creative Planning increased its Canadian Pacific Kansas City (CP) stake by 7.2% in Q2 2026, buying an estimated $1.21M and bringing the position to 209,953 shares worth $18.2M. The position accounts for 0.01% of the portfolio, ranked #553.

Creative Planning first reported a position in CP in Q2 2013 and has held it in 53 quarters since. The position peaked at $19M in Q1 2024. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Creative Planning held 209,953 shares of Canadian Pacific Kansas City worth $18.2M as of Q2 2026.
  • Creative Planning bought 14,103 Canadian Pacific Kansas City shares in Q2 2026, an estimated $1.21M.
  • Canadian Pacific Kansas City made up 0.01% of Creative Planning's portfolio in Q2 2026, its #553 holding.
  • Creative Planning first reported a position in Canadian Pacific Kansas City in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's Canadian Pacific Kansas City position peaked at $19M in Q1 2024.
  • 980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.