Emergent Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Emergent Wealth Advisors’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	$260K	Hold	3,005	–	–	0.14%	106
2026 Q1	$236K	Sell	3,005 -15	-0.5%	-$1.19K	0.14%	111
2025 Q4	$222K	Hold	3,020	–	–	0.13%	127
2025 Q3	$225K	Hold	3,020	–	–	0.13%	112
2025 Q2	$239K	Hold	3,020	–	–	0.15%	100
2025 Q1	$212K	Sell	3,020 -750	-20%	-$57.1K	0.15%	101
2024 Q4	$273K	Hold	3,770	–	–	0.2%	88
2024 Q3	$322K	Hold	3,770	–	–	0.24%	77
2024 Q2	$297K	Hold	3,770	–	–	0.24%	77
2024 Q1	$332K	Sell	3,770 -3,310	-47%	-$278K	0.29%	66
2023 Q4	$560K	Buy	+7,080	New	+$518K	0.52%	35

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

Emergent Wealth Advisors's CP Position: Q2 2026 in Review

Emergent Wealth Advisors held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 3,005 shares worth $260K. The position accounts for 0.14% of the portfolio, ranked #106.

Emergent Wealth Advisors first reported a position in CP in Q4 2023 and has held it in 11 quarters since. The position peaked at $560K in Q4 2023. 973 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Emergent Wealth Advisors held 3,005 shares of Canadian Pacific Kansas City worth $260K as of Q2 2026.
Emergent Wealth Advisors left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
Canadian Pacific Kansas City made up 0.14% of Emergent Wealth Advisors's portfolio in Q2 2026, its #106 holding.
Emergent Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q4 2023 and has held it in 11 quarters since.
Emergent Wealth Advisors's Canadian Pacific Kansas City position peaked at $560K in Q4 2023.
973 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.