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 Q3	$314K	Sell	3,716 -370	-9%	-$33.6K	0.08%	271
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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Net Worth Advisory Group's CP Position: Q3 2026 in Review

Net Worth Advisory Group reduced its Canadian Pacific Kansas City (CP) stake by 9.1% in Q3 2026, selling an estimated $33.6K and leaving 3,716 shares worth $314K. The position accounts for 0.08% of the portfolio, ranked #271.

Net Worth Advisory Group first reported a position in CP in Q3 2024 and has held it in 8 quarters since. The position peaked at $354K in Q2 2026. 207 funds tracked by Wall St. Rank hold CP as of Q3 2026.

Net Worth Advisory Group held 3,716 shares of Canadian Pacific Kansas City worth $314K as of Q3 2026.
Net Worth Advisory Group sold 370 Canadian Pacific Kansas City shares in Q3 2026, an estimated $33.6K.
Canadian Pacific Kansas City made up 0.08% of Net Worth Advisory Group's portfolio in Q3 2026, its #271 holding.
Net Worth Advisory Group first reported a position in Canadian Pacific Kansas City in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's Canadian Pacific Kansas City position peaked at $354K in Q2 2026.
207 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.