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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

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 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. 375 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.
  • 375 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.