Financial Perspectives’s Canadian Pacific Kansas City CP Stock Holding History

Financial Perspectives’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	$43.3K	Hold	500	–	–	0.01%	351
2026 Q1	$39.3K	Hold	500	–	–	0.01%	343
2025 Q4	$36.8K	Hold	500	–	–	0.01%	351
2025 Q3	$37.2K	Hold	500	–	–	0.01%	354
2025 Q2	$39.6K	Hold	500	–	–	0.01%	333
2025 Q1	$35.1K	Hold	500	–	–	0.01%	331
2024 Q4	$36.2K	Hold	500	–	–	0.01%	334
2024 Q3	$42.8K	Hold	500	–	–	0.01%	298
2024 Q2	$39.4K	Hold	500	–	–	0.01%	301
2024 Q1	$44.1K	Hold	500	–	–	0.02%	291
2023 Q4	$39.5K	Hold	500	–	–	0.02%	294
2023 Q3	$37.2K	Hold	500	–	–	0.02%	283
2023 Q2	$40.4K	Hold	500	–	–	0.02%	281
2023 Q1	$38.5K	Hold	500	–	–	0.02%	282
2022 Q4	$37.3K	Hold	500	–	–	0.02%	277
2022 Q3	$33.4K	Hold	500	–	–	0.02%	281
2022 Q2	$34.9K	Hold	500	–	–	0.02%	275
2022 Q1	$41.3K	Buy	+500	New	+$37.6K	0.02%	272

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

Financial Perspectives's CP Position: Q2 2026 in Review

Financial Perspectives held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 500 shares worth $43.3K. The position accounts for 0.01% of the portfolio, ranked #351.

Financial Perspectives first reported a position in CP in Q1 2022 and has held it in 18 quarters since. The position peaked at $44.1K in Q1 2024. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Financial Perspectives held 500 shares of Canadian Pacific Kansas City worth $43.3K as of Q2 2026.
Financial Perspectives left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
Canadian Pacific Kansas City made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #351 holding.
Financial Perspectives first reported a position in Canadian Pacific Kansas City in Q1 2022 and has held it in 18 quarters since.
Financial Perspectives's Canadian Pacific Kansas City position peaked at $44.1K in Q1 2024.
980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.