Poehling Capital Management’s Canadian Pacific Kansas City CP Stock Holding History

Poehling Capital Management’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	$347K	Hold	4,000	–	–	0.07%	131
2026 Q1	$315K	Hold	4,000	–	–	0.07%	125
2025 Q4	$295K	Hold	4,000	–	–	0.06%	119
2025 Q3	$298K	Hold	4,000	–	–	0.06%	119
2025 Q2	$317K	Hold	4,000	–	–	0.07%	112
2025 Q1	$281K	Hold	4,000	–	–	0.07%	115
2024 Q4	$289K	Hold	4,000	–	–	0.07%	119
2024 Q3	$342K	Hold	4,000	–	–	0.09%	109
2024 Q2	$315K	Hold	4,000	–	–	0.09%	110
2024 Q1	$353K	Hold	4,000	–	–	0.09%	101
2023 Q4	$316K	Hold	4,000	–	–	0.1%	100
2023 Q3	$298K	Hold	4,000	–	–	0.1%	101
2023 Q2	$323K	Hold	4,000	–	–	0.11%	96
2023 Q1	$308K	Hold	4,000	–	–	0.1%	98
2022 Q4	$298K	Hold	4,000	–	–	0.11%	94
2022 Q3	$267K	Hold	4,000	–	–	0.11%	90
2022 Q2	$279K	Hold	4,000	–	–	0.1%	97
2022 Q1	$330K	Hold	4,000	–	–	0.1%	117
2021 Q4	$288K	Hold	4,000	–	–	0.09%	114
2021 Q3	$260K	Hold	4,000	–	–	0.09%	119
2021 Q2	$308K	Hold	4,000	–	–	0.1%	122
2021 Q1	$303K	Hold	4,000	–	–	0.11%	121
2020 Q4	$277K	Hold	4,000	–	–	0.11%	105
2020 Q3	$244K	Hold	4,000	–	–	0.13%	100
2020 Q2	$204K	Buy	+4,000	New	+$190K	0.11%	101
2020 Q1	–	Sell	-4,000	Closed	-$204K	–	100
2019 Q4	$204K	Buy	+4,000	New	+$188K	0.13%	105
2018 Q3	–	Sell	-4,000	Closed	-$146K	–	141
2018 Q2	$146K	Hold	4,000	–	–	0.13%	105
2018 Q1	$141K	Hold	4,000	–	–	0.11%	102
2017 Q4	$146K	Buy	+4,000	New	+$139K	0.12%	99

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Poehling Capital Management's CP Position: Q2 2026 in Review

Poehling Capital Management held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 4,000 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #131.

Poehling Capital Management first reported a position in CP in Q4 2017 and has held it in 29 quarters since. The position peaked at $353K in Q1 2024. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Poehling Capital Management held 4,000 shares of Canadian Pacific Kansas City worth $347K as of Q2 2026.
Poehling Capital Management left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
Canadian Pacific Kansas City made up 0.07% of Poehling Capital Management's portfolio in Q2 2026, its #131 holding.
Poehling Capital Management first reported a position in Canadian Pacific Kansas City in Q4 2017 and has held it in 29 quarters since.
Poehling Capital Management's Canadian Pacific Kansas City position peaked at $353K in Q1 2024.
980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.