Focus Partners Wealth
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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
Q2 		$63.3M Sell
731,089
-46,543
-6% -$3.99M 0.06% 271
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
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

Focus Partners Wealth's CP Position: Q2 2026 in Review

Focus Partners Wealth reduced its Canadian Pacific Kansas City (CP) stake by 6% in Q2 2026, selling an estimated $3.99M and leaving 731,089 shares worth $63.3M. The position accounts for 0.06% of the portfolio, ranked #271.

Focus Partners Wealth first reported a position in CP in Q4 2023 and has held it in 10 quarters since. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Focus Partners Wealth held 731,089 shares of Canadian Pacific Kansas City worth $63.3M as of Q2 2026.
  • Focus Partners Wealth sold 46,543 Canadian Pacific Kansas City shares in Q2 2026, an estimated $3.99M.
  • Canadian Pacific Kansas City made up 0.06% of Focus Partners Wealth's portfolio in Q2 2026, its #271 holding.
  • Focus Partners Wealth first reported a position in Canadian Pacific Kansas City in Q4 2023 and has held it in 10 quarters since.
  • 980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

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