Net Worth Advisory Group’s Canadian Pacific Kansas City CP Stock Holding History

Net Worth Advisory Group’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	$354K	Buy	4,086 +91	+2%	+$7.8K	0.09%	245
2026 Q1	$314K	Buy	3,995 +161	+4%	+$12.7K	0.07%	293
2025 Q4	$282K	Buy	3,834 +1,021	+36%	+$75.2K	0.06%	341
2025 Q3	$210K	Sell	2,813 -39	-1%	-$2.98K	0.06%	375
2025 Q2	$226K	Buy	+2,852	New	+$219K	0.05%	377
2025 Q1	–	Sell	-2,951	Closed	-$214K	–	379
2024 Q4	$214K	Sell	2,951 -72	-2%	-$5.55K	0.06%	343
2024 Q3	$259K	Buy	+3,023	New	+$249K	0.08%	313

Other funds holding CP

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Net Worth Advisory Group's CP Position: Q2 2026 in Review

Net Worth Advisory Group increased its Canadian Pacific Kansas City (CP) stake by 2.3% in Q2 2026, buying an estimated $7.8K and bringing the position to 4,086 shares worth $354K. The position accounts for 0.09% of the portfolio, ranked #245.

Net Worth Advisory Group first reported a position in CP in Q3 2024 and has held it in 7 quarters since. 136 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Net Worth Advisory Group held 4,086 shares of Canadian Pacific Kansas City worth $354K as of Q2 2026.
Net Worth Advisory Group bought 91 Canadian Pacific Kansas City shares in Q2 2026, an estimated $7.8K.
Canadian Pacific Kansas City made up 0.09% of Net Worth Advisory Group's portfolio in Q2 2026, its #245 holding.
Net Worth Advisory Group first reported a position in Canadian Pacific Kansas City in Q3 2024 and has held it in 7 quarters since.
136 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.