CIS
CP icon

Custom Index Systems’s Canadian Pacific Kansas City CP Stock Holding History

Custom Index Systems’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 		$549K Sell
6,339
-414
-6% -$35.5K 0.2% 134
2026
Q1 		$531K Hold
6,753
– – 0.23% 121
2025
Q4 		$497K Hold
6,753
– – 0.22% 130
2025
Q3 		$503K Hold
6,753
– – 0.15% 160
2025
Q2 		$535K Buy
6,753
+943
+16% +$72.5K 0.26% 119
2025
Q1 		$408K Buy
+5,810
New +$442K 0.21% 155

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

Custom Index Systems's CP Position: Q2 2026 in Review

Custom Index Systems reduced its Canadian Pacific Kansas City (CP) stake by 6.1% in Q2 2026, selling an estimated $35.5K and leaving 6,339 shares worth $549K. The position accounts for 0.2% of the portfolio, ranked #134.

Custom Index Systems first reported a position in CP in Q1 2025 and has held it in 6 quarters since. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Custom Index Systems held 6,339 shares of Canadian Pacific Kansas City worth $549K as of Q2 2026.
  • Custom Index Systems sold 414 Canadian Pacific Kansas City shares in Q2 2026, an estimated $35.5K.
  • Canadian Pacific Kansas City made up 0.2% of Custom Index Systems's portfolio in Q2 2026, its #134 holding.
  • Custom Index Systems first reported a position in Canadian Pacific Kansas City in Q1 2025 and has held it in 6 quarters since.
  • 980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.