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

Shelton 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	$1.86M	Buy	21,504 +4,397	+26%	+$377K	0.73%	40
2026 Q1	$1.35M	Buy	17,107 +4,000	+31%	+$316K	0.59%	53
2025 Q4	$965K	Sell	13,107 -7,548	-37%	-$556K	0.41%	76
2025 Q3	$1.54M	Buy	20,655 +1,205	+6%	+$92.1K	0.7%	45
2025 Q2	$1.54M	Buy	19,450 +4,889	+34%	+$376K	0.74%	37
2025 Q1	$1.02M	Sell	14,561 -1,839	-11%	-$140K	0.56%	55
2024 Q4	$1.19M	Buy	16,400 +3,963	+32%	+$305K	0.61%	49
2024 Q3	$1.06M	Buy	12,437 +947	+8%	+$77.9K	0.58%	53
2024 Q2	$905K	Buy	11,490 +3,789	+49%	+$308K	0.51%	61
2024 Q1	$679K	Buy	7,701 +3,485	+83%	+$293K	0.43%	61
2023 Q4	$333K	Buy	+4,216	New	+$309K	0.24%	80

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

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

Shelton Wealth Management increased its Canadian Pacific Kansas City (CP) stake by 26% in Q2 2026, buying an estimated $377K and bringing the position to 21,504 shares worth $1.86M. The position accounts for 0.73% of the portfolio, ranked #40.

Shelton Wealth Management first reported a position in CP in Q4 2023 and has held it in 11 quarters since. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Shelton Wealth Management held 21,504 shares of Canadian Pacific Kansas City worth $1.86M as of Q2 2026.
Shelton Wealth Management bought 4,397 Canadian Pacific Kansas City shares in Q2 2026, an estimated $377K.
Canadian Pacific Kansas City made up 0.73% of Shelton Wealth Management's portfolio in Q2 2026, its #40 holding.
Shelton Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2023 and has held it in 11 quarters since.
980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.