SS&H Financial Advisors’s Canadian Pacific Kansas City CP Stock Holding History

SS&H Financial Advisors’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	$562K	Buy	+6,489	New	+$556K	0.14%	87
2025 Q4	$478K	Hold	6,489	–	–	0.14%	96
2025 Q3	$483K	Hold	6,489	–	–	0.15%	96
2025 Q2	$514K	Hold	6,489	–	–	0.17%	86
2025 Q1	$456K	Hold	6,489	–	–	0.17%	91
2024 Q4	$470K	Hold	6,489	–	–	0.17%	95
2024 Q3	$555K	Hold	6,489	–	–	0.2%	86
2024 Q2	$510K	Hold	6,489	–	–	0.2%	85
2024 Q1	$572K	Hold	6,489	–	–	0.24%	83
2023 Q4	$513K	Hold	6,489	–	–	0.22%	85
2023 Q3	$483K	Buy	+6,489	New	+$515K	0.23%	87
2023 Q1	–	Sell	-7,065	Closed	-$527K	–	119
2022 Q4	$527K	Hold	7,065	–	–	0.25%	81
2022 Q3	$471K	Hold	7,065	–	–	0.24%	80
2022 Q2	$493K	Hold	7,065	–	–	0.23%	84
2022 Q1	$583K	Buy	+7,065	New	+$532K	0.23%	89

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

SS&H Financial Advisors's CP Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Canadian Pacific Kansas City (CP) in Q2 2026: 6,489 shares worth $562K. The stake represents 0.14% of the portfolio and ranks #87 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in CP as recently as Q4 2025.

SS&H Financial Advisors first reported a position in CP in Q1 2022 and has held it in 15 quarters since. The position peaked at $583K in Q1 2022. 984 funds tracked by Wall St. Rank hold CP as of Q2 2026.

SS&H Financial Advisors held 6,489 shares of Canadian Pacific Kansas City worth $562K as of Q2 2026.
Canadian Pacific Kansas City was a new SS&H Financial Advisors position in Q2 2026.
Canadian Pacific Kansas City made up 0.14% of SS&H Financial Advisors's portfolio in Q2 2026, its #87 holding.
SS&H Financial Advisors first reported a position in Canadian Pacific Kansas City in Q1 2022 and has held it in 15 quarters since.
SS&H Financial Advisors's Canadian Pacific Kansas City position peaked at $583K in Q1 2022.
984 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.