Olistico Wealth’s Canadian Pacific Kansas City CP Stock Holding History

Olistico Wealth’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	$3.73K	Hold	43	–	–	﹤0.01%	298
2026 Q1	$3.37K	Hold	43	–	–	﹤0.01%	303
2025 Q4	$3.17K	Buy	+43	New	+$3.17K	﹤0.01%	301
2025 Q3	–	Sell	-43	Closed	-$3.41K	–	145
2025 Q2	$3.41K	Hold	43	–	–	﹤0.01%	314
2025 Q1	$3.02K	Hold	43	–	–	﹤0.01%	289
2024 Q4	$3.11K	Hold	43	–	–	﹤0.01%	277
2024 Q3	$3.68K	Hold	43	–	–	﹤0.01%	275
2024 Q2	$3.39K	Buy	+43	New	+$3.5K	﹤0.01%	274

Other funds holding CP

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

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

PensionDanmark Copenhagen O, Denmark $12B AUM

Hudson Value Partners Palm Beach, Florida $398M AUM 48.26% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return