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

Formidable 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 Q2	$820K	Sell	10,421 -2,093	-17%	-$179K	0.13%	159
2026 Q1	$921K	Sell	12,514 -2,747	-18%	-$217K	0.14%	141
2025 Q4	$1.14M	Sell	15,261 -1,876	-11%	-$138K	0.17%	117
2025 Q3	$1.36M	Sell	17,137 -2,614	-13%	-$200K	0.21%	87
2025 Q2	$1.39M	Hold	19,751	–	–	0.23%	81
2025 Q1	$1.39M	Sell	19,751 -314	-2%	-$23.9K	0.23%	81
2024 Q4	$1.45M	Sell	20,065 -637	-3%	-$49.1K	0.24%	80
2024 Q3	$1.77M	Buy	20,702 +513	+3%	+$42.2K	0.28%	71
2024 Q2	$1.59M	Buy	20,189 +205	+1%	+$16.7K	0.26%	77
2024 Q1	$1.76M	Buy	19,984 +12,637	+172%	+$1.06M	0.29%	71
2023 Q4	$581K	Buy	+7,347	New	+$538K	0.12%	159
2023 Q2	–	Sell	-7,347	Closed	-$567K	–	303
2023 Q1	$567K	Sell	7,347 -33	-0.4%	-$2.55K	0.12%	162
2022 Q4	$550K	Buy	+7,380	New	+$555K	0.12%	151
2022 Q2	–	Sell	-7,480	Closed	-$617K	–	329
2022 Q1	$617K	Buy	+7,480	New	+$563K	0.12%	151

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

Formidable Asset Management's CP Position: Q2 2026 in Review

Formidable Asset Management reduced its Canadian Pacific Kansas City (CP) stake by 17% in Q2 2026, selling an estimated $179K and leaving 10,421 shares worth $820K. The position accounts for 0.13% of the portfolio, ranked #159.

Formidable Asset Management first reported a position in CP in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.77M in Q3 2024. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Formidable Asset Management held 10,421 shares of Canadian Pacific Kansas City worth $820K as of Q2 2026.
Formidable Asset Management sold 2,093 Canadian Pacific Kansas City shares in Q2 2026, an estimated $179K.
Canadian Pacific Kansas City made up 0.13% of Formidable Asset Management's portfolio in Q2 2026, its #159 holding.
Formidable Asset Management first reported a position in Canadian Pacific Kansas City in Q1 2022 and has held it in 14 quarters since.
Formidable Asset Management's Canadian Pacific Kansas City position peaked at $1.77M in Q3 2024.
980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.