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Personal CFO Solutions’s Canadian Pacific Kansas City CP Stock Holding History

Personal CFO Solutions’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 		$1.29M Sell
14,833
-837
-5% -$71.7K 0.19% 92
2026
Q1 		$1.24M Buy
15,670
+921
+6% +$72.8K 0.17% 104
2025
Q4 		$1.09M Sell
14,749
-206
-1% -$15.2K 0.17% 112
2025
Q3 		$1.11M Buy
14,955
+79
+0.5% +$6.04K 0.2% 101
2025
Q2 		$1.18M Sell
14,876
-232
-2% -$17.8K 0.22% 89
2025
Q1 		$1.06M Sell
15,108
-2,206
-13% -$168K 0.22% 95
2024
Q4 		$1.25M Sell
17,314
-3,244
-16% -$250K 0.25% 78
2024
Q3 		$1.76M Sell
20,558
-550
-3% -$45.2K 0.25% 78
2024
Q2 		$1.66M Sell
21,108
-2,520
-11% -$205K 0.26% 73
2024
Q1 		$2.08M Buy
23,628
+706
+3% +$59.3K 0.33% 60
2023
Q4 		$1.81M Sell
22,922
-1,838
-7% -$135K 0.31% 57
2023
Q3 		$1.84M Buy
24,760
+6,588
+36% +$523K 0.36% 62
2023
Q2 		$1.47M Buy
18,172
+802
+5% +$63.3K 0.3% 71
2023
Q1 		$1.34M Sell
17,370
-1,126
-6% -$86.9K 0.28% 68
2022
Q4 		$1.38M Sell
18,496
-444
-2% -$33.4K 0.29% 68
2022
Q3 		$1.26M Sell
18,940
-940
-5% -$71K 0.32% 58
2022
Q2 		$1.39M Sell
19,880
-369
-2% -$26.7K 0.33% 53
2022
Q1 		$1.67M Buy
20,249
+369
+2% +$27.8K 0.33% 52
2021
Q4 		$1.43M Buy
19,880
+186
+0.9% +$13.6K 0.27% 69
2021
Q3 		$1.28M Buy
19,694
+707
+4% +$50.4K 0.26% 79
2021
Q2 		$1.46M Sell
18,987
-1,138
-6% -$88.2K 0.3% 66
2021
Q1 		$1.53M Buy
+20,125
New +$1.45M 0.33% 59
2020
Q2 		– Sell
-21,605
Closed -$949K – 323
2020
Q1 		$949K Sell
21,605
-1,385
-6% -$68.2K 0.34% 66
2019
Q4 		$1.17M Buy
+22,990
New +$1.08M 0.34% 61

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

Personal CFO Solutions's CP Position: Q2 2026 in Review

Personal CFO Solutions reduced its Canadian Pacific Kansas City (CP) stake by 5.3% in Q2 2026, selling an estimated $71.7K and leaving 14,833 shares worth $1.29M. The position accounts for 0.19% of the portfolio, ranked #92.

Personal CFO Solutions first reported a position in CP in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.08M in Q1 2024. 979 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Personal CFO Solutions held 14,833 shares of Canadian Pacific Kansas City worth $1.29M as of Q2 2026.
  • Personal CFO Solutions sold 837 Canadian Pacific Kansas City shares in Q2 2026, an estimated $71.7K.
  • Canadian Pacific Kansas City made up 0.19% of Personal CFO Solutions's portfolio in Q2 2026, its #92 holding.
  • Personal CFO Solutions first reported a position in Canadian Pacific Kansas City in Q4 2019 and has held it in 24 quarters since.
  • Personal CFO Solutions's Canadian Pacific Kansas City position peaked at $2.08M in Q1 2024.
  • 979 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.