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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

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 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. 140 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.
  • 140 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.