Smart Portfolios LLC’s Canadian Pacific Kansas City CP Stock Holding History

Smart Portfolios LLC’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 Q1	$310K	Sell	3,945 -80	-2%	-$6.32K	0.31%	87
2025 Q4	$296K	Buy	4,025 +10	+0.2%	+$736	0.3%	90
2025 Q3	$299K	Sell	4,015 -315	-7%	-$24.1K	0.29%	89
2025 Q2	$343K	Sell	4,330 -35	-0.8%	-$2.69K	0.35%	80
2025 Q1	$306K	Hold	4,365	–	–	0.33%	84
2024 Q4	$316K	Sell	4,365 -50	-1%	-$3.85K	0.33%	83
2024 Q3	$378K	Buy	4,415 +5	+0.1%	+$411	0.39%	79
2024 Q2	$347K	Buy	4,410 +800	+22%	+$65.1K	0.35%	81
2024 Q1	$318K	Buy	3,610 +165	+5%	+$13.8K	0.34%	81
2023 Q4	$291K	Buy	+3,445	New	+$252K	0.34%	75

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Smart Portfolios LLC's CP Position: Q1 2026 in Review

Smart Portfolios LLC reduced its Canadian Pacific Kansas City (CP) stake by 2% in Q1 2026, selling an estimated $6.32K and leaving 3,945 shares worth $310K. The position accounts for 0.31% of the portfolio, ranked #87.

Smart Portfolios LLC first reported a position in CP in Q4 2023 and has held it in 10 quarters since. The position peaked at $378K in Q3 2024. 956 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Smart Portfolios LLC held 3,945 shares of Canadian Pacific Kansas City worth $310K as of Q1 2026.
Smart Portfolios LLC sold 80 Canadian Pacific Kansas City shares in Q1 2026, an estimated $6.32K.
Canadian Pacific Kansas City made up 0.31% of Smart Portfolios LLC's portfolio in Q1 2026, its #87 holding.
Smart Portfolios LLC first reported a position in Canadian Pacific Kansas City in Q4 2023 and has held it in 10 quarters since.
Smart Portfolios LLC's Canadian Pacific Kansas City position peaked at $378K in Q3 2024.
956 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.