SMART Wealth’s Canadian Pacific Kansas City CP Stock Holding History

SMART Wealth’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	$251K	Sell	2,892 -97	-3%	-$8.31K	0.05%	202
2026 Q1	$235K	Buy	2,989 +56	+2%	+$4.43K	0.07%	194
2025 Q4	$216K	Buy	+2,933	New	+$216K	0.07%	177
2025 Q3	–	Sell	-2,933	Closed	-$233K	–	150
2025 Q2	$233K	Buy	2,933 +29	+1%	+$2.23K	0.07%	157
2025 Q1	$204K	Buy	2,904 +20	+0.7%	+$1.52K	0.07%	150
2024 Q4	$209K	Hold	2,884	–	–	0.07%	138
2024 Q3	$247K	Hold	2,884	–	–	0.1%	120
2024 Q2	$227K	Hold	2,884	–	–	0.09%	111
2024 Q1	$254K	Hold	2,884	–	–	0.11%	94
2023 Q4	$228K	Hold	2,884	–	–	0.12%	74
2023 Q3	$215K	Hold	2,884	–	–	0.16%	65
2023 Q2	$233K	Hold	2,884	–	–	0.18%	72
2023 Q1	$222K	Hold	2,884	–	–	0.2%	68
2022 Q4	$215K	Buy	+2,884	New	+$217K	0.16%	79

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

SMART Wealth's CP Position: Q2 2026 in Review

SMART Wealth reduced its Canadian Pacific Kansas City (CP) stake by 3.2% in Q2 2026, selling an estimated $8.31K and leaving 2,892 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #202.

SMART Wealth first reported a position in CP in Q4 2022 and has held it in 14 quarters since. The position peaked at $254K in Q1 2024. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

SMART Wealth held 2,892 shares of Canadian Pacific Kansas City worth $251K as of Q2 2026.
SMART Wealth sold 97 Canadian Pacific Kansas City shares in Q2 2026, an estimated $8.31K.
Canadian Pacific Kansas City made up 0.05% of SMART Wealth's portfolio in Q2 2026, its #202 holding.
SMART Wealth first reported a position in Canadian Pacific Kansas City in Q4 2022 and has held it in 14 quarters since.
SMART Wealth's Canadian Pacific Kansas City position peaked at $254K in Q1 2024.
980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.