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
Q2 | $593K | Sell |
6,846
-1,795
| -21% | -$154K | 0.06% | 193 |
|
|
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
Pinnacle Wealth Planning Services's CP Position: Q2 2026 in Review
Pinnacle Wealth Planning Services reduced its Canadian Pacific Kansas City (CP) stake by 21% in Q2 2026, selling an estimated $154K and leaving 6,846 shares worth $593K. The position accounts for 0.06% of the portfolio, ranked #193.
Pinnacle Wealth Planning Services first reported a position in CP in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.14M in Q1 2024. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.
- Pinnacle Wealth Planning Services held 6,846 shares of Canadian Pacific Kansas City worth $593K as of Q2 2026.
- Pinnacle Wealth Planning Services sold 1,795 Canadian Pacific Kansas City shares in Q2 2026, an estimated $154K.
- Canadian Pacific Kansas City made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #193 holding.
- Pinnacle Wealth Planning Services first reported a position in Canadian Pacific Kansas City in Q4 2017 and has held it in 35 quarters since.
- Pinnacle Wealth Planning Services's Canadian Pacific Kansas City position peaked at $1.14M in Q1 2024.
- 980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.