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 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 $570B AUM 27.57% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Gilliland Jeter Wealth Management's CP Position: Q1 2026 in Review

Gilliland Jeter Wealth Management increased its Canadian Pacific Kansas City (CP) stake by 0.01% in Q1 2026, buying an estimated $79 and bringing the position to 13,723 shares worth $1.08M. The position accounts for 0.32% of the portfolio, ranked #68.

Gilliland Jeter Wealth Management first reported a position in CP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.48M in Q1 2024. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Gilliland Jeter Wealth Management held 13,723 shares of Canadian Pacific Kansas City worth $1.08M as of Q1 2026.
Gilliland Jeter Wealth Management bought 1 Canadian Pacific Kansas City share in Q1 2026, an estimated $79.
Canadian Pacific Kansas City made up 0.32% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #68 holding.
Gilliland Jeter Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2023 and has held it in 10 quarters since.
Gilliland Jeter Wealth Management's Canadian Pacific Kansas City position peaked at $1.48M in Q1 2024.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.