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

Mission 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 Q2	$247K	Buy	2,847 +68	+2%	+$5.83K	﹤0.01%	950
2026 Q1	$219K	Sell	2,779 -3	-0.1%	-$237	﹤0.01%	685
2025 Q4	$205K	Sell	2,782 -56	-2%	-$4.12K	﹤0.01%	700
2025 Q3	$211K	Sell	2,838 -1	-0%	-$76	﹤0.01%	671
2025 Q2	$225K	Buy	+2,839	New	+$218K	﹤0.01%	637
2025 Q1	–	Sell	-2,834	Closed	-$205K	–	680
2024 Q4	$205K	Sell	2,834 -103	-4%	-$7.94K	﹤0.01%	624
2024 Q3	$251K	Sell	2,937 -4	-0.1%	-$329	0.01%	579
2024 Q2	$232K	Buy	2,941 +71	+2%	+$5.78K	0.01%	586
2024 Q1	$253K	Buy	+2,870	New	+$241K	0.01%	587
2020 Q1	–	Sell	-6,500	Closed	-$331K	–	307
2019 Q4	$331K	Hold	6,500	–	–	0.03%	238
2019 Q3	$289K	Hold	6,500	–	–	0.03%	239
2019 Q2	$306K	Hold	6,500	–	–	0.03%	237
2019 Q1	$268K	Hold	6,500	–	–	0.03%	249
2018 Q4	$231K	Hold	6,500	–	–	0.03%	236
2018 Q3	$276K	Sell	6,500 -75	-1%	-$3K	0.04%	225
2018 Q2	$241K	Buy	6,575 +75	+1%	+$2.76K	0.04%	223
2018 Q1	$229K	Hold	6,500	–	–	0.04%	197
2017 Q4	$238K	Hold	6,500	–	–	0.04%	187
2017 Q3	$218K	Hold	6,500	–	–	0.04%	175
2017 Q2	$209K	Buy	+6,500	New	+$202K	0.04%	175
2015 Q3	–	Sell	-6,500	Closed	-$238K	–	140
2015 Q2	$238K	Buy	+6,500	New	+$232K	0.08%	115

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

Mission Wealth Management's CP Position: Q2 2026 in Review

Mission Wealth Management increased its Canadian Pacific Kansas City (CP) stake by 2.4% in Q2 2026, buying an estimated $5.83K and bringing the position to 2,847 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Mission Wealth Management first reported a position in CP in Q2 2015 and has held it in 21 quarters since. The position peaked at $331K in Q4 2019. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Mission Wealth Management held 2,847 shares of Canadian Pacific Kansas City worth $247K as of Q2 2026.
Mission Wealth Management bought 68 Canadian Pacific Kansas City shares in Q2 2026, an estimated $5.83K.
Canadian Pacific Kansas City made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #950 holding.
Mission Wealth Management first reported a position in Canadian Pacific Kansas City in Q2 2015 and has held it in 21 quarters since.
Mission Wealth Management's Canadian Pacific Kansas City position peaked at $331K in Q4 2019.
976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.