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PDS Planning’s Canadian Pacific Kansas City CP Stock Holding History

PDS Planning’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 		$441K Buy
5,087
+278
+6% +$23.8K 0.03% 321
2026
Q1 		$378K Sell
4,809
-603
-11% -$47.7K 0.03% 330
2025
Q4 		$398K Buy
5,412
+66
+1% +$4.86K 0.03% 310
2025
Q3 		$398K Buy
5,346
+378
+8% +$28.9K 0.03% 294
2025
Q2 		$394K Sell
4,968
-636
-11% -$48.9K 0.03% 294
2025
Q1 		$393K Buy
5,604
+214
+4% +$16.3K 0.03% 258
2024
Q4 		$390K Sell
5,390
-368
-6% -$28.4K 0.03% 228
2024
Q3 		$493K Buy
5,758
+1,543
+37% +$127K 0.04% 199
2024
Q2 		$332K Buy
4,215
+269
+7% +$21.9K 0.03% 240
2024
Q1 		$348K Buy
3,946
+161
+4% +$13.5K 0.04% 223
2023
Q4 		$299K Sell
3,785
-541
-13% -$39.6K 0.03% 232
2023
Q3 		$322K Buy
4,326
+248
+6% +$19.7K 0.04% 203
2023
Q2 		$329K Buy
4,078
+284
+7% +$22.4K 0.04% 198
2023
Q1 		$292K Buy
+3,794
New +$293K 0.04% 200

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

PDS Planning's CP Position: Q2 2026 in Review

PDS Planning increased its Canadian Pacific Kansas City (CP) stake by 5.8% in Q2 2026, buying an estimated $23.8K and bringing the position to 5,087 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #321.

PDS Planning first reported a position in CP in Q1 2023 and has held it in 14 quarters since. The position peaked at $493K in Q3 2024. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • PDS Planning held 5,087 shares of Canadian Pacific Kansas City worth $441K as of Q2 2026.
  • PDS Planning bought 278 Canadian Pacific Kansas City shares in Q2 2026, an estimated $23.8K.
  • Canadian Pacific Kansas City made up 0.03% of PDS Planning's portfolio in Q2 2026, its #321 holding.
  • PDS Planning first reported a position in Canadian Pacific Kansas City in Q1 2023 and has held it in 14 quarters since.
  • PDS Planning's Canadian Pacific Kansas City position peaked at $493K in Q3 2024.
  • 980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.