Financial Gravity Asset Management’s Canadian Pacific Kansas City CP Stock Holding History

Financial Gravity Asset 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 Q1	$15.1K	Buy	+192	New	+$15.2K	﹤0.01%	494
2024 Q1	–	Sell	-1	Closed	-$84	–	1075
2023 Q4	$57	Buy	+1	New	+$73	﹤0.01%	1125
2021 Q3	$65K	Hold	1	–	–	0.03%	472
2021 Q2	$77K	Buy	+1	New	+$78	0.03%	429
2020 Q4	$2K	Buy	+25	New	+$1.63K	﹤0.01%	307
2019 Q4	$255K	Sell	40 -55	-58%	-$2.58K	0.18%	73
2019 Q3	$4K	Buy	+95	New	+$4.47K	﹤0.01%	728
2019 Q2	–	Sell	-30	Closed	-$1K	–	1289
2019 Q1	$1K	Buy	+30	New	+$1.2K	﹤0.01%	1061
2018 Q3	$180K	Sell	4,590 -1,585	-26%	-$63.4K	0.19%	134
2018 Q2	$250K	Buy	6,175 +1,240	+25%	+$45.6K	0.23%	84
2018 Q1	$175K	Buy	+4,935	New	+$178K	0.18%	117

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

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

Financial Gravity Asset Management's CP Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Canadian Pacific Kansas City (CP) in Q1 2026: 192 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #494 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in CP as recently as Q4 2023.

Financial Gravity Asset Management first reported a position in CP in Q1 2018 and has held it in 11 quarters since. The position peaked at $255K in Q4 2019. 958 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Financial Gravity Asset Management held 192 shares of Canadian Pacific Kansas City worth $15.1K as of Q1 2026.
Canadian Pacific Kansas City was a new Financial Gravity Asset Management position in Q1 2026.
Canadian Pacific Kansas City made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #494 holding.
Financial Gravity Asset Management first reported a position in Canadian Pacific Kansas City in Q1 2018 and has held it in 11 quarters since.
Financial Gravity Asset Management's Canadian Pacific Kansas City position peaked at $255K in Q4 2019.
958 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.