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SACKS & ASSOCIATES, LLC’s Canadian Pacific Kansas City CP Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$319K Hold
3,592
– – 0.22% 69
2026
Q1 		$283K Sell
3,592
-125
-3% -$9.88K 0.21% 68
2025
Q4 		$274K Buy
+3,717
New +$274K 0.2% 69

Other funds holding CP

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TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's CP Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 3,592 shares worth $319K. The position accounts for 0.22% of the portfolio, ranked #69.

SACKS & ASSOCIATES, LLC first reported a position in CP in Q4 2025 and has held it in 3 quarters since. 499 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 3,592 shares of Canadian Pacific Kansas City worth $319K as of Q2 2026.
  • SACKS & ASSOCIATES, LLC left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
  • Canadian Pacific Kansas City made up 0.22% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #69 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in Canadian Pacific Kansas City in Q4 2025 and has held it in 3 quarters since.
  • 499 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.