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Ritholtz Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Ritholtz Wealth 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 		$567K Buy
6,548
+84
+1% +$7.2K 0.01% 811
2026
Q1 		$508K Sell
6,464
-8
-0.1% -$632 0.01% 781
2025
Q4 		$477K Sell
6,472
-187
-3% -$13.8K 0.01% 737
2025
Q3 		$496K Sell
6,659
-147
-2% -$11.2K 0.01% 682
2025
Q2 		$540K Sell
6,806
-2,037
-23% -$157K 0.01% 618
2025
Q1 		$621K Sell
8,843
-3,839
-30% -$292K 0.02% 530
2024
Q4 		$918K Sell
12,682
-6,453
-34% -$497K 0.03% 386
2024
Q3 		$1.64M Buy
19,135
+6,913
+57% +$568K 0.05% 274
2024
Q2 		$962K Sell
12,222
-1,277
-9% -$104K 0.03% 358
2024
Q1 		$1.19M Buy
13,499
+7,656
+131% +$643K 0.04% 312
2023
Q4 		$462K Sell
5,843
-947
-14% -$69.3K 0.02% 508
2023
Q3 		$505K Buy
6,790
+249
+4% +$19.8K 0.02% 456
2023
Q2 		$528K Buy
6,541
+689
+12% +$54.4K 0.02% 423
2023
Q1 		$450K Buy
5,852
+670
+13% +$51.7K 0.02% 431
2022
Q4 		$387K Sell
5,182
-3,958
-43% -$298K 0.02% 413
2022
Q3 		$610K Buy
9,140
+6,027
+194% +$455K 0.03% 345
2022
Q2 		$217K Buy
+3,113
New +$225K 0.01% 480

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

Ritholtz Wealth Management's CP Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Canadian Pacific Kansas City (CP) stake by 1.3% in Q2 2026, buying an estimated $7.2K and bringing the position to 6,548 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #811.

Ritholtz Wealth Management first reported a position in CP in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.64M in Q3 2024. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Ritholtz Wealth Management held 6,548 shares of Canadian Pacific Kansas City worth $567K as of Q2 2026.
  • Ritholtz Wealth Management bought 84 Canadian Pacific Kansas City shares in Q2 2026, an estimated $7.2K.
  • Canadian Pacific Kansas City made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #811 holding.
  • Ritholtz Wealth Management first reported a position in Canadian Pacific Kansas City in Q2 2022 and has held it in 17 quarters since.
  • Ritholtz Wealth Management's Canadian Pacific Kansas City position peaked at $1.64M in Q3 2024.
  • 980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.