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Fortune Financial Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Fortune Financial Advisors’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 		$1.2M Buy
13,792
+41
+0.3% +$3.51K 0.51% 55
2026
Q1 		$1.08M Buy
13,751
+128
+0.9% +$10.1K 0.55% 50
2025
Q4 		$1M Buy
13,623
+158
+1% +$11.6K 0.68% 43
2025
Q3 		$1M Buy
13,465
+283
+2% +$21.6K 0.75% 41
2025
Q2 		$1.04M Buy
13,182
+611
+5% +$47K 0.84% 36
2025
Q1 		$883K Buy
12,571
+563
+5% +$42.8K 0.76% 43
2024
Q4 		$869K Buy
12,008
+593
+5% +$45.7K 0.79% 40
2024
Q3 		$976K Sell
11,415
-145
-1% -$11.9K 0.88% 39
2024
Q2 		$910K Hold
11,560
– – 0.56% 59
2024
Q1 		$1.02M Buy
11,560
+36
+0.3% +$3.02K 0.65% 47
2023
Q4 		$911K Buy
11,524
+432
+4% +$31.6K 0.64% 54
2023
Q3 		$825K Buy
11,092
+161
+1% +$12.8K 0.63% 51
2023
Q2 		$883K Buy
+10,931
New +$863K 0.66% 47

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

Fortune Financial Advisors's CP Position: Q2 2026 in Review

Fortune Financial Advisors increased its Canadian Pacific Kansas City (CP) stake by 0.3% in Q2 2026, buying an estimated $3.51K and bringing the position to 13,792 shares worth $1.2M. The position accounts for 0.51% of the portfolio, ranked #55.

Fortune Financial Advisors first reported a position in CP in Q2 2023 and has held it in 13 quarters since. 983 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Fortune Financial Advisors held 13,792 shares of Canadian Pacific Kansas City worth $1.2M as of Q2 2026.
  • Fortune Financial Advisors bought 41 Canadian Pacific Kansas City shares in Q2 2026, an estimated $3.51K.
  • Canadian Pacific Kansas City made up 0.51% of Fortune Financial Advisors's portfolio in Q2 2026, its #55 holding.
  • Fortune Financial Advisors first reported a position in Canadian Pacific Kansas City in Q2 2023 and has held it in 13 quarters since.
  • 983 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.