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J.W. Cole Advisors’s Canadian Pacific Kansas City CP Stock Holding History

J.W. Cole 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
Q2 		$216K Buy
+2,493
New +$214K ﹤0.01% 1469
2025
Q3 		– Sell
-2,759
Closed -$219K – 1557
2025
Q2 		$219K Buy
+2,759
New +$212K ﹤0.01% 1318

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

J.W. Cole Advisors's CP Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Canadian Pacific Kansas City (CP) in Q2 2026: 2,493 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1469 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in CP as recently as Q2 2025.

J.W. Cole Advisors first reported a position in CP in Q2 2025 and has held it in 2 quarters since. The position peaked at $219K in Q2 2025. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • J.W. Cole Advisors held 2,493 shares of Canadian Pacific Kansas City worth $216K as of Q2 2026.
  • Canadian Pacific Kansas City was a new J.W. Cole Advisors position in Q2 2026.
  • Canadian Pacific Kansas City made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1469 holding.
  • J.W. Cole Advisors first reported a position in Canadian Pacific Kansas City in Q2 2025 and has held it in 2 quarters since.
  • J.W. Cole Advisors's Canadian Pacific Kansas City position peaked at $219K in Q2 2025.
  • 980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.