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

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

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. 980 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.
980 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.