MBM Wealth Consultants’s Canadian Pacific Kansas City CP Stock Holding History

MBM Wealth Consultants’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	–	Sell	-1,453	Closed	-$114K	–	175
2026 Q1	$114K	Buy	+1,453	New	+$115K	0.03%	118
2023 Q2	–	Sell	-1,442	Closed	-$111K	–	137
2023 Q1	$111K	Hold	1,442	–	–	0.05%	125
2022 Q4	$108K	Hold	1,442	–	–	0.05%	126
2022 Q3	$101K	Hold	1,442	–	–	0.05%	110
2022 Q2	$101K	Sell	1,442 -1,442	-50%	-$104K	0.05%	105
2022 Q1	$238K	Buy	+2,884	New	+$217K	0.1%	94

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

MBM Wealth Consultants's CP Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Canadian Pacific Kansas City (CP) in Q2 2026, closing a stake of 1,453 shares — an estimated $114K sold.

MBM Wealth Consultants first reported a position in CP in Q1 2022 and held it in 6 quarters. The position peaked at $238K in Q1 2022. 977 funds tracked by Wall St. Rank hold CP as of Q2 2026.

MBM Wealth Consultants reported no remaining Canadian Pacific Kansas City position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 1,453 Canadian Pacific Kansas City shares in Q2 2026, an estimated $114K.
MBM Wealth Consultants first reported a position in Canadian Pacific Kansas City in Q1 2022 and held it in 6 quarters.
MBM Wealth Consultants's Canadian Pacific Kansas City position peaked at $238K in Q1 2022.
977 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.