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

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

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. 980 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.
980 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.