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

MGB 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
2025 Q2	–	Sell	-2,993	Closed	-$208K	–	311
2025 Q1	$208K	Sell	2,993 -5,758	-66%	-$438K	0.08%	200
2024 Q4	$631K	Sell	8,751 -2,980	-25%	-$230K	0.2%	94
2024 Q3	$1M	Sell	11,731 -2,722	-19%	-$224K	0.36%	69
2024 Q2	$1.2M	Sell	14,453 -1	-0%	-$81	0.45%	55
2024 Q1	$1.27M	Hold	14,454	–	–	0.52%	48
2023 Q4	$1.14M	Buy	+14,454	New	+$1.06M	0.57%	53

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

MGB Wealth Management's CP Position: Q2 2025 in Review

MGB Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q2 2025, closing a stake of 2,993 shares — an estimated $208K sold.

MGB Wealth Management first reported a position in CP in Q4 2023 and held it in 6 quarters. The position peaked at $1.27M in Q1 2024. 991 funds tracked by Wall St. Rank hold CP as of Q2 2025.

MGB Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q2 2025 after selling out during the quarter.
MGB Wealth Management sold 2,993 Canadian Pacific Kansas City shares in Q2 2025, an estimated $208K.
MGB Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2023 and held it in 6 quarters.
MGB Wealth Management's Canadian Pacific Kansas City position peaked at $1.27M in Q1 2024.
991 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2025.

Based on MGB Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.