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Sound Stewardship’s Canadian Pacific Kansas City CP Stock Holding History

Sound Stewardship’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 		$526K Sell
6,070
-225
-4% -$19.3K 0.22% 42
2026
Q1 		$495K Sell
6,295
-509
-7% -$40.2K 0.23% 42
2025
Q4 		$501K Sell
6,804
-225
-3% -$16.6K 0.24% 40
2025
Q3 		$524K Sell
7,029
-749
-10% -$57.2K 0.25% 42
2025
Q2 		$617K Hold
7,778
– – 0.32% 39
2025
Q1 		$546K Sell
7,778
-488
-6% -$37.1K 0.31% 37
2024
Q4 		$598K Buy
8,266
+5
+0.1% +$385 0.36% 35
2024
Q3 		$707K Buy
8,261
+4
+0% +$329 0.4% 35
2024
Q2 		$650K Buy
8,257
+5
+0.1% +$407 0.4% 34
2024
Q1 		$728K Buy
8,252
+4
+0% +$336 0.44% 34
2023
Q4 		$652K Buy
8,248
+5
+0.1% +$366 0.43% 38
2023
Q3 		$613K Sell
8,243
-125
-1% -$9.91K 0.41% 39
2023
Q2 		$676K Sell
8,368
-200
-2% -$15.8K 0.45% 38
2023
Q1 		$659K Buy
8,568
+5
+0.1% +$386 0.44% 38
2022
Q4 		$639K Buy
+8,563
New +$644K 0.47% 38

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Sound Stewardship's CP Position: Q2 2026 in Review

Sound Stewardship reduced its Canadian Pacific Kansas City (CP) stake by 3.6% in Q2 2026, selling an estimated $19.3K and leaving 6,070 shares worth $526K. The position accounts for 0.22% of the portfolio, ranked #42.

Sound Stewardship first reported a position in CP in Q4 2022 and has held it in 15 quarters since. The position peaked at $728K in Q1 2024. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Sound Stewardship held 6,070 shares of Canadian Pacific Kansas City worth $526K as of Q2 2026.
  • Sound Stewardship sold 225 Canadian Pacific Kansas City shares in Q2 2026, an estimated $19.3K.
  • Canadian Pacific Kansas City made up 0.22% of Sound Stewardship's portfolio in Q2 2026, its #42 holding.
  • Sound Stewardship first reported a position in Canadian Pacific Kansas City in Q4 2022 and has held it in 15 quarters since.
  • Sound Stewardship's Canadian Pacific Kansas City position peaked at $728K in Q1 2024.
  • 976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.