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

Mattern 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	$225K	Hold	2,599	–	–	0.04%	169
2026 Q1	$204K	Buy	+2,599	New	+$205K	0.04%	156
2025 Q3	–	Sell	-2,619	Closed	-$208K	–	158
2025 Q2	$208K	Buy	+2,619	New	+$201K	0.04%	155
2024 Q4	–	Sell	-2,719	Closed	-$233K	–	171
2024 Q3	$233K	Hold	2,719	–	–	0.05%	161
2024 Q2	$214K	Hold	2,719	–	–	0.05%	166
2024 Q1	$240K	Sell	2,719 -105	-4%	-$8.81K	0.06%	157
2023 Q4	$223K	Hold	2,824	–	–	0.06%	162
2023 Q3	$210K	Hold	2,824	–	–	0.06%	161
2023 Q2	$228K	Hold	2,824	–	–	0.07%	155
2023 Q1	$217K	Buy	+2,824	New	+$218K	0.07%	164

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

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

Mattern Wealth Management held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 2,599 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #169.

Mattern Wealth Management first reported a position in CP in Q1 2023 and has held it in 10 quarters since. The position peaked at $240K in Q1 2024. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Mattern Wealth Management held 2,599 shares of Canadian Pacific Kansas City worth $225K as of Q2 2026.
Mattern Wealth Management left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
Canadian Pacific Kansas City made up 0.04% of Mattern Wealth Management's portfolio in Q2 2026, its #169 holding.
Mattern Wealth Management first reported a position in Canadian Pacific Kansas City in Q1 2023 and has held it in 10 quarters since.
Mattern Wealth Management's Canadian Pacific Kansas City position peaked at $240K in Q1 2024.
976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.