Meriwether Wealth & Planning’s Canadian Pacific Kansas City CP Stock Holding History

Meriwether Wealth & Planning’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 Q3	$731K	Hold	8,586	–	–	0.33%	51
2026 Q2	$744K	Hold	8,586	–	–	0.37%	51
2026 Q1	$675K	Hold	8,586	–	–	0.37%	50
2025 Q4	$632K	Hold	8,586	–	–	0.36%	56
2025 Q3	$640K	Hold	8,586	–	–	0.37%	52
2025 Q2	$681K	Sell	8,586 -47	-0.5%	-$3.62K	0.43%	46
2025 Q1	$606K	Sell	8,633 -1	-0%	-$76	0.4%	53
2024 Q4	$625K	Buy	+8,634	New	+$665K	0.44%	50

Other funds holding CP

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Meriwether Wealth & Planning's CP Position: Q3 2026 in Review

Meriwether Wealth & Planning held its Canadian Pacific Kansas City (CP) position steady in Q3 2026 at 8,586 shares worth $731K. The position accounts for 0.33% of the portfolio, ranked #51.

Meriwether Wealth & Planning first reported a position in CP in Q4 2024 and has held it in 8 quarters since. The position peaked at $744K in Q2 2026. 207 funds tracked by Wall St. Rank hold CP as of Q3 2026.

Meriwether Wealth & Planning held 8,586 shares of Canadian Pacific Kansas City worth $731K as of Q3 2026.
Meriwether Wealth & Planning left its Canadian Pacific Kansas City share count unchanged in Q3 2026.
Canadian Pacific Kansas City made up 0.33% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #51 holding.
Meriwether Wealth & Planning first reported a position in Canadian Pacific Kansas City in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's Canadian Pacific Kansas City position peaked at $744K in Q2 2026.
207 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.