GC Wealth Management RIA’s Canadian Pacific Kansas City CP Stock Holding History

GC Wealth Management RIA’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	$987K	Sell	11,393 -7,192	-39%	-$616K	0.06%	230
2026 Q1	$1.46M	Buy	18,585 +2,984	+19%	+$236K	0.06%	188
2025 Q4	$1.15M	Buy	15,601 +2,694	+21%	+$198K	0.04%	220
2025 Q3	$961K	Buy	12,907 +875	+7%	+$66.8K	0.03%	340
2025 Q2	$954K	Sell	12,032 -125	-1%	-$9.62K	0.08%	212
2025 Q1	$854K	Sell	12,157 -760	-6%	-$57.8K	0.16%	121
2024 Q4	$935K	Buy	12,917 +2,216	+21%	+$171K	0.16%	112
2024 Q3	$915K	Buy	10,701 +770	+8%	+$63.3K	0.16%	116
2024 Q2	$782K	Buy	9,931 +1,611	+19%	+$131K	0.15%	119
2024 Q1	$734K	Buy	8,320 +1,876	+29%	+$157K	0.15%	124
2023 Q4	$509K	Buy	+6,444	New	+$472K	0.23%	111

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

GC Wealth Management RIA's CP Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Canadian Pacific Kansas City (CP) stake by 39% in Q2 2026, selling an estimated $616K and leaving 11,393 shares worth $987K. The position accounts for 0.06% of the portfolio, ranked #230.

GC Wealth Management RIA first reported a position in CP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.46M in Q1 2026. 977 funds tracked by Wall St. Rank hold CP as of Q2 2026.

GC Wealth Management RIA held 11,393 shares of Canadian Pacific Kansas City worth $987K as of Q2 2026.
GC Wealth Management RIA sold 7,192 Canadian Pacific Kansas City shares in Q2 2026, an estimated $616K.
Canadian Pacific Kansas City made up 0.06% of GC Wealth Management RIA's portfolio in Q2 2026, its #230 holding.
GC Wealth Management RIA first reported a position in Canadian Pacific Kansas City in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's Canadian Pacific Kansas City position peaked at $1.46M in Q1 2026.
977 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.