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Secured Retirement Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Secured Retirement Advisors’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 		$962K Buy
11,101
+23
+0.2% +$1.97K 0.49% 81
2026
Q1 		$871K Buy
11,078
+110
+1% +$8.69K 0.49% 74
2025
Q4 		$808K Sell
10,968
-435
-4% -$32K 0.45% 80
2025
Q3 		$849K Sell
11,403
-392
-3% -$29.9K 0.47% 78
2025
Q2 		$935K Sell
11,795
-53
-0.4% -$4.08K 0.56% 76
2025
Q1 		$832K Sell
11,848
-218
-2% -$16.6K 0.54% 80
2024
Q4 		$873K Buy
+12,066
New +$930K 0.5% 81

Other funds holding CP

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Secured Retirement Advisors's CP Position: Q2 2026 in Review

Secured Retirement Advisors increased its Canadian Pacific Kansas City (CP) stake by 0.21% in Q2 2026, buying an estimated $1.97K and bringing the position to 11,101 shares worth $962K. The position accounts for 0.49% of the portfolio, ranked #81.

Secured Retirement Advisors first reported a position in CP in Q4 2024 and has held it in 7 quarters since. 178 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Secured Retirement Advisors held 11,101 shares of Canadian Pacific Kansas City worth $962K as of Q2 2026.
  • Secured Retirement Advisors bought 23 Canadian Pacific Kansas City shares in Q2 2026, an estimated $1.97K.
  • Canadian Pacific Kansas City made up 0.49% of Secured Retirement Advisors's portfolio in Q2 2026, its #81 holding.
  • Secured Retirement Advisors first reported a position in Canadian Pacific Kansas City in Q4 2024 and has held it in 7 quarters since.
  • 178 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.