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Sacks & Associates’s Canadian Pacific Kansas City CP Stock Holding History

Sacks & Associates’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 		$319K Hold
3,592
– – 0.22% 69
2026
Q1 		$283K Sell
3,592
-125
-3% -$9.88K 0.21% 68
2025
Q4 		$274K Buy
+3,717
New +$274K 0.2% 69

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

Sacks & Associates's CP Position: Q2 2026 in Review

Sacks & Associates held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 3,592 shares worth $319K. The position accounts for 0.22% of the portfolio, ranked #69.

Sacks & Associates first reported a position in CP in Q4 2025 and has held it in 3 quarters since. 972 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Sacks & Associates held 3,592 shares of Canadian Pacific Kansas City worth $319K as of Q2 2026.
  • Sacks & Associates left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
  • Canadian Pacific Kansas City made up 0.22% of Sacks & Associates's portfolio in Q2 2026, its #69 holding.
  • Sacks & Associates first reported a position in Canadian Pacific Kansas City in Q4 2025 and has held it in 3 quarters since.
  • 972 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.