Pinnacle Wealth Planning Services’s Canadian Pacific Kansas City CP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $680K | Sell |
8,641
-733
| -8% | -$57.9K | 0.07% | 160 |
|
|
2025
Q4 | $690K | Buy |
9,374
+354
| +4% | +$26.1K | 0.07% | 156 |
|
|
2025
Q3 | $672K | Sell |
9,020
-1,002
| -10% | -$76.5K | 0.08% | 156 |
|
|
2025
Q2 | $794K | Sell |
10,022
-1,043
| -9% | -$80.2K | 0.1% | 115 |
|
|
2025
Q1 | $777K | Buy |
11,065
+522
| +5% | +$39.7K | 0.12% | 101 |
|
|
2024
Q4 | $763K | Sell |
10,543
-1,697
| -14% | -$131K | 0.11% | 102 |
|
|
2024
Q3 | $1.05M | Buy |
12,240
+206
| +2% | +$16.9K | 0.14% | 96 |
|
|
2024
Q2 | $947K | Sell |
12,034
-925
| -7% | -$75.3K | 0.14% | 99 |
|
|
2024
Q1 | $1.14M | Buy |
12,959
+640
| +5% | +$53.7K | 0.17% | 87 |
|
|
2023
Q4 | $974K | Buy |
12,319
+182
| +1% | +$13.3K | 0.15% | 95 |
|
|
2023
Q3 | $903K | Buy |
12,137
+2,482
| +26% | +$197K | 0.15% | 91 |
|
|
2023
Q2 | $780K | Sell |
9,655
-664
| -6% | -$52.4K | 0.13% | 107 |
|
|
2023
Q1 | $794K | Sell |
10,319
-19
| -0.2% | -$1.47K | 0.13% | 116 |
|
|
2022
Q4 | $771K | Sell |
10,338
-578
| -5% | -$43.5K | 0.14% | 103 |
|
|
2022
Q3 | $729K | Buy |
10,916
+69
| +0.6% | +$5.21K | 0.13% | 98 |
|
|
2022
Q2 | $758K | Buy |
10,847
+1,195
| +12% | +$86.5K | 0.14% | 106 |
|
|
2022
Q1 | $797K | Sell |
9,652
-254
| -3% | -$19.1K | 0.15% | 114 |
|
|
2021
Q4 | $713K | Buy |
9,906
+2,132
| +27% | +$156K | 0.14% | 109 |
|
|
2021
Q3 | $506K | Sell |
7,774
-181
| -2% | -$12.9K | 0.11% | 135 |
|
|
2021
Q2 | $611K | Sell |
7,955
-1,185
| -13% | -$91.9K | 0.14% | 116 |
|
|
2021
Q1 | $693K | Buy |
9,140
+815
| +10% | +$58.7K | 0.18% | 94 |
|
|
2020
Q4 | $578K | Sell |
8,325
-95
| -1% | -$6.18K | 0.14% | 99 |
|
|
2020
Q3 | $513K | Sell |
8,420
-495
| -6% | -$28.3K | 0.17% | 95 |
|
|
2020
Q2 | $455K | Sell |
8,915
-425
| -5% | -$20.2K | 0.15% | 114 |
|
|
2020
Q1 | $409K | Buy |
9,340
+45
| +0.5% | +$2.21K | 0.19% | 103 |
|
|
2019
Q4 | $473K | Sell |
9,295
-330
| -3% | -$15.5K | 0.22% | 92 |
|
|
2019
Q3 | $428K | Buy |
9,625
+615
| +7% | +$28.9K | 0.23% | 88 |
|
|
2019
Q2 | $424K | Sell |
9,010
-15
| -0.2% | -$670 | 0.26% | 76 |
|
|
2019
Q1 | $371K | Buy |
9,025
+3,225
| +56% | +$129K | 0.25% | 78 |
|
|
2018
Q4 | $207K | Sell |
5,800
-1,490
| -20% | -$59.6K | 0.13% | 128 |
|
|
2018
Q3 | $310K | Sell |
7,290
-4,025
| -36% | -$161K | 0.28% | 118 |
|
|
2018
Q2 | $413K | Sell |
11,315
-1,730
| -13% | -$63.6K | 0.4% | 85 |
|
|
2018
Q1 | $460K | Buy |
13,045
+11,035
| +549% | +$398K | 0.47% | 68 |
|
|
2017
Q4 | $73K | Buy |
+2,010
| New | +$70K | 0.15% | 111 |
|
Other funds holding CP
VCM
Pinnacle Wealth Planning Services's CP Position: Q1 2026 in Review
Pinnacle Wealth Planning Services reduced its Canadian Pacific Kansas City (CP) stake by 7.8% in Q1 2026, selling an estimated $57.9K and leaving 8,641 shares worth $680K. The position accounts for 0.07% of the portfolio, ranked #160.
Pinnacle Wealth Planning Services first reported a position in CP in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.14M in Q1 2024. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.
- Pinnacle Wealth Planning Services held 8,641 shares of Canadian Pacific Kansas City worth $680K as of Q1 2026.
- Pinnacle Wealth Planning Services sold 733 Canadian Pacific Kansas City shares in Q1 2026, an estimated $57.9K.
- Canadian Pacific Kansas City made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #160 holding.
- Pinnacle Wealth Planning Services first reported a position in Canadian Pacific Kansas City in Q4 2017 and has held it in 34 quarters since.
- Pinnacle Wealth Planning Services's Canadian Pacific Kansas City position peaked at $1.14M in Q1 2024.
- 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.