Medallion Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Medallion Wealth 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	$1.31M	Hold	15,063	–	–	0.41%	62
2026 Q1	$1.18M	Hold	15,063	–	–	0.39%	62
2025 Q4	$1.11M	Hold	15,063	–	–	0.37%	66
2025 Q3	$1.12M	Hold	15,063	–	–	0.4%	63
2025 Q2	$1.21M	Buy	15,063 +15,000	+23,810%	+$1.15M	0.47%	48
2025 Q1	$4.48K	Buy	+63	New	+$4.79K	﹤0.01%	805

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

Medallion Wealth Advisors's CP Position: Q2 2026 in Review

Medallion Wealth Advisors held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 15,063 shares worth $1.31M. The position accounts for 0.41% of the portfolio, ranked #62.

Medallion Wealth Advisors first reported a position in CP in Q1 2025 and has held it in 6 quarters since. 984 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Medallion Wealth Advisors held 15,063 shares of Canadian Pacific Kansas City worth $1.31M as of Q2 2026.
Medallion Wealth Advisors left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
Canadian Pacific Kansas City made up 0.41% of Medallion Wealth Advisors's portfolio in Q2 2026, its #62 holding.
Medallion Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q1 2025 and has held it in 6 quarters since.
984 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.