Krilogy Financial’s Canadian Pacific Kansas City CP Stock Holding History

Krilogy Financial’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	$444K	Buy	5,119 +110	+2%	+$9.43K	0.01%	685
2026 Q1	$401K	Sell	5,009 -56	-1%	-$4.43K	0.01%	649
2025 Q4	$367K	Buy	5,065 +721	+17%	+$53.1K	0.01%	656
2025 Q3	$306K	Buy	+4,344	New	+$332K	0.01%	671
2023 Q2	–	Sell	-8,301	Closed	-$639K	–	240
2023 Q1	$639K	Buy	8,301 +51	+0.6%	+$3.94K	0.05%	230
2022 Q4	$615K	Buy	+8,250	New	+$621K	0.06%	224

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

Krilogy Financial's CP Position: Q2 2026 in Review

Krilogy Financial increased its Canadian Pacific Kansas City (CP) stake by 2.2% in Q2 2026, buying an estimated $9.43K and bringing the position to 5,119 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #685.

Krilogy Financial first reported a position in CP in Q4 2022 and has held it in 6 quarters since. The position peaked at $639K in Q1 2023. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Krilogy Financial held 5,119 shares of Canadian Pacific Kansas City worth $444K as of Q2 2026.
Krilogy Financial bought 110 Canadian Pacific Kansas City shares in Q2 2026, an estimated $9.43K.
Canadian Pacific Kansas City made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #685 holding.
Krilogy Financial first reported a position in Canadian Pacific Kansas City in Q4 2022 and has held it in 6 quarters since.
Krilogy Financial's Canadian Pacific Kansas City position peaked at $639K in Q1 2023.
976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.