Heritage Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Heritage Wealth 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 Q1	$223K	Buy	2,839 +214	+8%	+$16.9K	0.01%	196
2025 Q4	$193K	Hold	2,625	–	–	0.01%	220
2025 Q3	$196K	Hold	2,625	–	–	0.01%	205
2025 Q2	$208K	Hold	2,625	–	–	0.01%	204
2025 Q1	$184K	Hold	2,625	–	–	0.01%	203
2024 Q4	$190K	Hold	2,625	–	–	0.01%	203
2024 Q3	$225K	Hold	2,625	–	–	0.01%	199
2024 Q2	$207K	Hold	2,625	–	–	0.01%	197
2024 Q1	$231K	Hold	2,625	–	–	0.01%	200
2023 Q4	$208K	Hold	2,625	–	–	0.01%	208
2023 Q3	$195K	Sell	2,625 -175	-6%	-$13.9K	0.01%	204
2023 Q2	$226K	Hold	2,800	–	–	0.01%	196
2023 Q1	$215K	Hold	2,800	–	–	0.01%	196
2022 Q4	$209K	Hold	2,800	–	–	0.01%	203
2022 Q3	$187K	Hold	2,800	–	–	0.01%	202
2022 Q2	$196K	Hold	2,800	–	–	0.01%	200
2022 Q1	$231K	Hold	2,800	–	–	0.01%	189
2021 Q4	$201K	Hold	2,800	–	–	0.01%	205
2021 Q3	$182K	Hold	2,800	–	–	0.01%	205
2021 Q2	$215K	Hold	2,800	–	–	0.01%	198
2021 Q1	$212K	Sell	2,800 -175	-6%	-$12.6K	0.01%	201
2020 Q4	$206K	Hold	2,975	–	–	0.01%	193
2020 Q3	$181K	Hold	2,975	–	–	0.02%	155
2020 Q2	$152K	Hold	2,975	–	–	0.02%	164
2020 Q1	$131K	Hold	2,975	–	–	0.02%	161
2019 Q4	$152K	Hold	2,975	–	–	0.02%	193
2019 Q3	$132K	Hold	2,975	–	–	0.02%	193
2019 Q2	$140K	Hold	2,975	–	–	0.02%	168
2019 Q1	$123K	Hold	2,975	–	–	0.02%	161
2018 Q4	$105K	Hold	2,975	–	–	0.02%	161
2018 Q3	$126K	Buy	+2,975	New	+$119K	0.02%	147

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

Heritage Wealth Advisors's CP Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Canadian Pacific Kansas City (CP) stake by 8.2% in Q1 2026, buying an estimated $16.9K and bringing the position to 2,839 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #196.

Heritage Wealth Advisors first reported a position in CP in Q3 2018 and has held it in 31 quarters since. The position peaked at $231K in Q1 2024. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Heritage Wealth Advisors held 2,839 shares of Canadian Pacific Kansas City worth $223K as of Q1 2026.
Heritage Wealth Advisors bought 214 Canadian Pacific Kansas City shares in Q1 2026, an estimated $16.9K.
Canadian Pacific Kansas City made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #196 holding.
Heritage Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q3 2018 and has held it in 31 quarters since.
Heritage Wealth Advisors's Canadian Pacific Kansas City position peaked at $231K in Q1 2024.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.