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

Meridian 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 Q1	$442K	Buy	5,616 +1	+0%	+$79	0.02%	545
2025 Q4	$413K	Buy	5,615 +345	+7%	+$25.4K	0.01%	545
2025 Q3	$393K	Buy	5,270 +1,024	+24%	+$78.2K	0.02%	533
2025 Q2	$337K	Hold	4,246	–	–	0.01%	535
2025 Q1	$298K	Buy	4,246 +30	+0.7%	+$2.28K	0.01%	522
2024 Q4	$305K	Sell	4,216 -460	-10%	-$35.4K	0.01%	514
2024 Q3	$400K	Buy	4,676 +23	+0.5%	+$1.89K	0.02%	460
2024 Q2	$366K	Buy	+4,653	New	+$379K	0.04%	209
2024 Q1	–	Sell	-4,369	Closed	-$346K	–	251
2023 Q4	$346K	Buy	4,369 +12	+0.3%	+$878	0.02%	464
2023 Q3	$324K	Hold	4,357	–	–	0.02%	440
2023 Q2	$352K	Hold	4,357	–	–	0.03%	397
2023 Q1	$335K	Sell	4,357 -192	-4%	-$14.8K	0.03%	393
2022 Q4	$339K	Buy	4,549 +111	+3%	+$8.35K	0.03%	387
2022 Q3	$296K	Sell	4,438 -769	-15%	-$58.1K	0.03%	371
2022 Q2	$364K	Buy	5,207 +1,060	+26%	+$76.8K	0.03%	406
2022 Q1	$342K	Buy	4,147 +600	+17%	+$45.1K	0.04%	288
2021 Q4	$255K	Buy	+3,547	New	+$259K	0.03%	348

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

Meridian Wealth Management's CP Position: Q1 2026 in Review

Meridian Wealth Management increased its Canadian Pacific Kansas City (CP) stake by 0.02% in Q1 2026, buying an estimated $79 and bringing the position to 5,616 shares worth $442K. The position accounts for 0.02% of the portfolio, ranked #545.

Meridian Wealth Management first reported a position in CP in Q4 2021 and has held it in 17 quarters since. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Meridian Wealth Management held 5,616 shares of Canadian Pacific Kansas City worth $442K as of Q1 2026.
Meridian Wealth Management bought 1 Canadian Pacific Kansas City share in Q1 2026, an estimated $79.
Canadian Pacific Kansas City made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #545 holding.
Meridian Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 17 quarters since.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.