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Morningstar Investment Management’s Canadian Pacific Kansas City CP Stock Holding History

Morningstar Investment 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 Hold
3,135
– – 0.02% 309
2026
Q1 		$247K Sell
3,135
-376
-11% -$29.7K 0.02% 307
2025
Q4 		$258K Sell
3,511
-20
-0.6% -$1.47K 0.02% 314
2025
Q3 		$263K Buy
+3,531
New +$270K 0.01% 461

Other funds holding CP

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Morningstar Investment Management's CP Position: Q2 2026 in Review

Morningstar Investment Management held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 3,135 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #309.

Morningstar Investment Management first reported a position in CP in Q3 2025 and has held it in 4 quarters since. The position peaked at $263K in Q3 2025. 325 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Morningstar Investment Management held 3,135 shares of Canadian Pacific Kansas City worth $247K as of Q2 2026.
  • Morningstar Investment Management left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
  • Canadian Pacific Kansas City made up 0.02% of Morningstar Investment Management's portfolio in Q2 2026, its #309 holding.
  • Morningstar Investment Management first reported a position in Canadian Pacific Kansas City in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's Canadian Pacific Kansas City position peaked at $263K in Q3 2025.
  • 325 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.