Gilliland Jeter Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Gilliland Jeter Wealth 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	$1.11M	Sell	12,855 -868	-6%	-$74.4K	0.29%	74
2026 Q1	$1.08M	Buy	13,723 +1	+0%	+$79	0.32%	68
2025 Q4	$1.01M	Sell	13,722 -193	-1%	-$14.2K	0.31%	70
2025 Q3	$1.04M	Buy	13,915 +1	+0%	+$76	0.32%	65
2025 Q2	$1.1M	Hold	13,914	–	–	0.36%	64
2025 Q1	$977K	Buy	13,914 +1	+0%	+$76	0.35%	66
2024 Q4	$1.01M	Sell	13,913 -2,699	-16%	-$208K	0.34%	65
2024 Q3	$1.42M	Buy	16,612 +1	+0%	+$82	0.46%	51
2024 Q2	$1.31M	Sell	16,611 -198	-1%	-$16.1K	0.44%	55
2024 Q1	$1.48M	Sell	16,809 -309	-2%	-$25.9K	0.52%	50
2023 Q4	$1.35M	Buy	+17,118	New	+$1.25M	0.56%	50

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

Gilliland Jeter Wealth Management's CP Position: Q2 2026 in Review

Gilliland Jeter Wealth Management reduced its Canadian Pacific Kansas City (CP) stake by 6.3% in Q2 2026, selling an estimated $74.4K and leaving 12,855 shares worth $1.11M. The position accounts for 0.29% of the portfolio, ranked #74.

Gilliland Jeter Wealth Management first reported a position in CP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q1 2024. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Gilliland Jeter Wealth Management held 12,855 shares of Canadian Pacific Kansas City worth $1.11M as of Q2 2026.
Gilliland Jeter Wealth Management sold 868 Canadian Pacific Kansas City shares in Q2 2026, an estimated $74.4K.
Canadian Pacific Kansas City made up 0.29% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #74 holding.
Gilliland Jeter Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2023 and has held it in 11 quarters since.
Gilliland Jeter Wealth Management's Canadian Pacific Kansas City position peaked at $1.48M in Q1 2024.
980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.