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

Empirical 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	$2.53M	Sell	29,231 -1,592	-5%	-$136K	0.04%	240
2026 Q1	$2.42M	Sell	30,823 -3,828	-11%	-$303K	0.04%	229
2025 Q4	$2.55M	Sell	34,651 -25,772	-43%	-$1.9M	0.05%	220
2025 Q3	$4.5M	Sell	60,423 -1,000	-2%	-$76.4K	0.09%	149
2025 Q2	$4.87M	Buy	+61,423	New	+$4.72M	0.11%	136
2022 Q3	–	Sell	-3,939	Closed	-$275K	–	471
2022 Q2	$275K	Sell	3,939 -212	-5%	-$15.4K	0.01%	400
2022 Q1	$343K	Hold	4,151	–	–	0.02%	384
2021 Q4	$299K	Buy	+4,151	New	+$303K	0.01%	422

Other funds holding CP

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Empirical Wealth Management reduced its Canadian Pacific Kansas City (CP) stake by 5.2% in Q2 2026, selling an estimated $136K and leaving 29,231 shares worth $2.53M. The position accounts for 0.04% of the portfolio, ranked #240.

Empirical Wealth Management first reported a position in CP in Q4 2021 and has held it in 8 quarters since. The position peaked at $4.87M in Q2 2025. 325 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Empirical Wealth Management held 29,231 shares of Canadian Pacific Kansas City worth $2.53M as of Q2 2026.
Empirical Wealth Management sold 1,592 Canadian Pacific Kansas City shares in Q2 2026, an estimated $136K.
Canadian Pacific Kansas City made up 0.04% of Empirical Wealth Management's portfolio in Q2 2026, its #240 holding.
Empirical Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 8 quarters since.
Empirical Wealth Management's Canadian Pacific Kansas City position peaked at $4.87M in Q2 2025.
325 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.