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

EP 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 		$867K Buy
10,009
+1,668
+20% +$143K ﹤0.01% 795
2026
Q1 		$656K Sell
8,341
-314
-4% -$24.8K ﹤0.01% 793
2025
Q4 		$637K Buy
+8,655
New +$637K ﹤0.01% 763
2025
Q2 		$354K Buy
+4,466
New +$344K ﹤0.01% 928
2024
Q4 		– Sell
-2,589
Closed -$221K – 1254
2024
Q3 		$221K Buy
+2,589
New +$213K ﹤0.01% 991
2024
Q2 		– Sell
-3,056
Closed -$269K – 864
2024
Q1 		$269K Buy
3,056
+323
+12% +$27.1K ﹤0.01% 663
2023
Q4 		$216K Sell
2,733
-226
-8% -$16.5K ﹤0.01% 696
2023
Q3 		$220K Buy
+2,959
New +$235K ﹤0.01% 640

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

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

EP Wealth Advisors increased its Canadian Pacific Kansas City (CP) stake by 20% in Q2 2026, buying an estimated $143K and bringing the position to 10,009 shares worth $867K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

EP Wealth Advisors first reported a position in CP in Q3 2023 and has held it in 8 quarters since. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • EP Wealth Advisors held 10,009 shares of Canadian Pacific Kansas City worth $867K as of Q2 2026.
  • EP Wealth Advisors bought 1,668 Canadian Pacific Kansas City shares in Q2 2026, an estimated $143K.
  • Canadian Pacific Kansas City made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #795 holding.
  • EP Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q3 2023 and has held it in 8 quarters since.
  • 980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.