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

HB 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	$764K	Buy	8,811 +727	+9%	+$62.3K	﹤0.01%	878
2026 Q1	$636K	Sell	8,084 -370	-4%	-$29.2K	﹤0.01%	858
2025 Q4	$622K	Buy	8,454 +756	+10%	+$55.6K	﹤0.01%	810
2025 Q3	$573K	Buy	7,698 +678	+10%	+$51.8K	﹤0.01%	801
2025 Q2	$556K	Buy	7,020 +1,599	+29%	+$123K	﹤0.01%	701
2025 Q1	$381K	Buy	+5,421	New	+$412K	﹤0.01%	864

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

HB Wealth Management's CP Position: Q2 2026 in Review

HB Wealth Management increased its Canadian Pacific Kansas City (CP) stake by 9% in Q2 2026, buying an estimated $62.3K and bringing the position to 8,811 shares worth $764K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

HB Wealth Management first reported a position in CP in Q1 2025 and has held it in 6 quarters since. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

HB Wealth Management held 8,811 shares of Canadian Pacific Kansas City worth $764K as of Q2 2026.
HB Wealth Management bought 727 Canadian Pacific Kansas City shares in Q2 2026, an estimated $62.3K.
Canadian Pacific Kansas City made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #878 holding.
HB Wealth Management first reported a position in Canadian Pacific Kansas City in Q1 2025 and has held it in 6 quarters since.
976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

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