Focus Partners Wealth’s Canadian Pacific Kansas City CP Stock Holding History

Focus Partners Wealth’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	$61.2M	Buy	777,632 +40,614	+6%	+$3.21M	0.07%	252
2025 Q4	$54.3M	Buy	737,018 +30,297	+4%	+$2.23M	0.06%	274
2025 Q3	$52.6M	Buy	706,721 +43,957	+7%	+$3.36M	0.08%	209
2025 Q2	$52.5M	Buy	662,764 +28,398	+4%	+$2.18M	0.11%	181
2025 Q1	$44.5M	Buy	634,366 +37,082	+6%	+$2.82M	0.11%	179
2024 Q4	$43.2M	Buy	597,284 +39,580	+7%	+$3.05M	0.11%	178
2024 Q3	$47.7M	Buy	557,704 +80,075	+17%	+$6.58M	0.15%	146
2024 Q2	$37.6M	Buy	+477,629	New	+$38.9M	0.13%	163
2024 Q1	–	Sell	-28,499	Closed	-$2.25M	–	988
2023 Q4	$2.25M	Buy	+28,499	New	+$2.09M	0.03%	337

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Focus Partners Wealth's CP Position: Q1 2026 in Review

Focus Partners Wealth increased its Canadian Pacific Kansas City (CP) stake by 5.5% in Q1 2026, buying an estimated $3.21M and bringing the position to 777,632 shares worth $61.2M. The position accounts for 0.07% of the portfolio, ranked #252.

Focus Partners Wealth first reported a position in CP in Q4 2023 and has held it in 9 quarters since. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Focus Partners Wealth held 777,632 shares of Canadian Pacific Kansas City worth $61.2M as of Q1 2026.
Focus Partners Wealth bought 40,614 Canadian Pacific Kansas City shares in Q1 2026, an estimated $3.21M.
Canadian Pacific Kansas City made up 0.07% of Focus Partners Wealth's portfolio in Q1 2026, its #252 holding.
Focus Partners Wealth first reported a position in Canadian Pacific Kansas City in Q4 2023 and has held it in 9 quarters since.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.