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Crestwood Advisors Group’s Canadian Pacific Kansas City CP Stock Holding History

Crestwood Advisors 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 		$271K Buy
3,124
+180
+6% +$15.4K ﹤0.01% 723
2026
Q1 		$232K Buy
+2,944
New +$233K ﹤0.01% 683
2025
Q3 		– Sell
-2,566
Closed -$203K – 576
2025
Q2 		$203K Buy
+2,566
New +$197K ﹤0.01% 516
2024
Q4 		– Sell
-2,659
Closed -$227K – 462
2024
Q3 		$227K Buy
+2,659
New +$219K ﹤0.01% 408
2017
Q2 		– Sell
-1,075
Closed -$33K – 210
2017
Q1 		$33K Buy
+1,075
New +$31.9K ﹤0.01% 313

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

Crestwood Advisors Group's CP Position: Q2 2026 in Review

Crestwood Advisors Group increased its Canadian Pacific Kansas City (CP) stake by 6.1% in Q2 2026, buying an estimated $15.4K and bringing the position to 3,124 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Crestwood Advisors Group first reported a position in CP in Q1 2017 and has held it in 5 quarters since. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Crestwood Advisors Group held 3,124 shares of Canadian Pacific Kansas City worth $271K as of Q2 2026.
  • Crestwood Advisors Group bought 180 Canadian Pacific Kansas City shares in Q2 2026, an estimated $15.4K.
  • Canadian Pacific Kansas City made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #723 holding.
  • Crestwood Advisors Group first reported a position in Canadian Pacific Kansas City in Q1 2017 and has held it in 5 quarters since.
  • 976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.