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

Modern 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	$1.14M	Buy	13,105 +935	+8%	+$80.1K	0.01%	489
2026 Q1	$950K	Buy	12,170 +142	+1%	+$11.2K	0.02%	432
2025 Q4	$886K	Buy	12,028 +86	+0.7%	+$6.33K	0.02%	424
2025 Q3	$890K	Sell	11,942 -221	-2%	-$16.9K	0.02%	415
2025 Q2	$964K	Sell	12,163 -68	-0.6%	-$5.23K	0.02%	377
2025 Q1	$859K	Buy	+12,231	New	+$930K	0.03%	327

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

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

Modern Wealth Management increased its Canadian Pacific Kansas City (CP) stake by 7.7% in Q2 2026, buying an estimated $80.1K and bringing the position to 13,105 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #489.

Modern Wealth Management first reported a position in CP in Q1 2025 and has held it in 6 quarters since. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Modern Wealth Management held 13,105 shares of Canadian Pacific Kansas City worth $1.14M as of Q2 2026.
Modern Wealth Management bought 935 Canadian Pacific Kansas City shares in Q2 2026, an estimated $80.1K.
Canadian Pacific Kansas City made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #489 holding.
Modern Wealth Management first reported a position in Canadian Pacific Kansas City in Q1 2025 and has held it in 6 quarters since.
980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.