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 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 $570B AUM 27.57% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Medallion Wealth Advisors's CP Position: Q1 2026 in Review

Medallion Wealth Advisors held its Canadian Pacific Kansas City (CP) position steady in Q1 2026 at 15,063 shares worth $1.18M. The position accounts for 0.39% of the portfolio, ranked #62.

Medallion Wealth Advisors first reported a position in CP in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.21M in Q2 2025. 951 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Medallion Wealth Advisors held 15,063 shares of Canadian Pacific Kansas City worth $1.18M as of Q1 2026.
Medallion Wealth Advisors left its Canadian Pacific Kansas City share count unchanged in Q1 2026.
Canadian Pacific Kansas City made up 0.39% of Medallion Wealth Advisors's portfolio in Q1 2026, its #62 holding.
Medallion Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q1 2025 and has held it in 5 quarters since.
Medallion Wealth Advisors's Canadian Pacific Kansas City position peaked at $1.21M in Q2 2025.
951 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.