Diversify Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Diversify Wealth Management’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	$304K	Buy	3,321 +922	+38%	+$79K	0.01%	1049
2026 Q1	$202K	Buy	+2,399	New	+$190K	﹤0.01%	1091
2025 Q1	–	Sell	-4,130	Closed	-$308K	–	514
2024 Q4	$308K	Sell	4,130 -561	-12%	-$43.2K	0.02%	427
2024 Q3	$370K	Sell	4,691 -176	-4%	-$14.5K	0.04%	363
2024 Q2	$375K	Buy	+4,867	New	+$396K	0.05%	323

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Diversify Wealth Management's CP Position: Q2 2026 in Review

Diversify Wealth Management increased its Canadian Pacific Kansas City (CP) stake by 38% in Q2 2026, buying an estimated $79K and bringing the position to 3,321 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #1049.

Diversify Wealth Management first reported a position in CP in Q2 2024 and has held it in 5 quarters since. The position peaked at $375K in Q2 2024. 986 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Diversify Wealth Management held 3,321 shares of Canadian Pacific Kansas City worth $304K as of Q2 2026.
Diversify Wealth Management bought 922 Canadian Pacific Kansas City shares in Q2 2026, an estimated $79K.
Canadian Pacific Kansas City made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1049 holding.
Diversify Wealth Management first reported a position in Canadian Pacific Kansas City in Q2 2024 and has held it in 5 quarters since.
Diversify Wealth Management's Canadian Pacific Kansas City position peaked at $375K in Q2 2024.
986 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.