Legacy Financial Strategies’s Canadian Pacific Kansas City CP Stock Holding History

Legacy Financial Strategies’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	$883K	Hold	10,192	–	–	0.14%	67
2026 Q1	$802K	Hold	10,192	–	–	0.14%	64
2025 Q4	$750K	Hold	10,192	–	–	0.13%	69
2025 Q3	$759K	Hold	10,192	–	–	0.14%	68
2025 Q2	$808K	Sell	10,192 -34	-0.3%	-$2.62K	0.16%	64
2025 Q1	$718K	Sell	10,226 -1	-0%	-$76	0.16%	60
2024 Q4	$754K	Buy	10,227 +1	+0%	+$77	0.16%	60
2024 Q3	$875K	Hold	10,226	–	–	0.19%	55
2024 Q2	$825K	Hold	10,226	–	–	0.2%	53
2024 Q1	$902K	Hold	10,226	–	–	0.23%	48
2023 Q4	$808K	Sell	10,226 -291	-3%	-$21.3K	0.23%	48
2023 Q3	$776K	Hold	10,517	–	–	0.25%	45
2023 Q2	$849K	Hold	10,517	–	–	0.28%	45
2023 Q1	$809K	Hold	10,517	–	–	0.3%	44
2022 Q4	$784K	Hold	10,517	–	–	0.32%	44
2022 Q3	$702K	Sell	10,517 -57	-0.5%	-$4.3K	0.33%	44
2022 Q2	$738K	Buy	10,574 +57	+0.5%	+$4.13K	0.36%	41
2022 Q1	$868K	Hold	10,517	–	–	0.37%	44
2021 Q4	$757K	Buy	+10,517	New	+$768K	0.33%	43

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

Legacy Financial Strategies's CP Position: Q2 2026 in Review

Legacy Financial Strategies held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 10,192 shares worth $883K. The position accounts for 0.14% of the portfolio, ranked #67.

Legacy Financial Strategies first reported a position in CP in Q4 2021 and has held it in 19 quarters since. The position peaked at $902K in Q1 2024. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Legacy Financial Strategies held 10,192 shares of Canadian Pacific Kansas City worth $883K as of Q2 2026.
Legacy Financial Strategies left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
Canadian Pacific Kansas City made up 0.14% of Legacy Financial Strategies's portfolio in Q2 2026, its #67 holding.
Legacy Financial Strategies first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 19 quarters since.
Legacy Financial Strategies's Canadian Pacific Kansas City position peaked at $902K in Q1 2024.
976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.