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 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

PDS Planning's CP Position: Q1 2026 in Review

PDS Planning reduced its Canadian Pacific Kansas City (CP) stake by 11% in Q1 2026, selling an estimated $47.7K and leaving 4,809 shares worth $378K. The position accounts for 0.03% of the portfolio, ranked #330.

PDS Planning first reported a position in CP in Q1 2023 and has held it in 13 quarters since. The position peaked at $493K in Q3 2024. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

PDS Planning held 4,809 shares of Canadian Pacific Kansas City worth $378K as of Q1 2026.
PDS Planning sold 603 Canadian Pacific Kansas City shares in Q1 2026, an estimated $47.7K.
Canadian Pacific Kansas City made up 0.03% of PDS Planning's portfolio in Q1 2026, its #330 holding.
PDS Planning first reported a position in Canadian Pacific Kansas City in Q1 2023 and has held it in 13 quarters since.
PDS Planning's Canadian Pacific Kansas City position peaked at $493K in Q3 2024.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.