Stephens Consulting’s Canadian Pacific Kansas City CP Stock Holding History

Stephens Consulting’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
2025 Q4	$1.84K	Buy	+25	New	+$1.84K	﹤0.01%	357
2022 Q4	–	Sell	-95	Closed	-$6.34K	–	515
2022 Q3	$6.34K	Hold	95	–	–	0.01%	387
2022 Q2	$6.63K	Hold	95	–	–	0.01%	382
2022 Q1	$7.84K	Hold	95	–	–	0.01%	386
2021 Q4	$6.84K	Buy	+95	New	+$6.94K	0.01%	442

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stephens Consulting's CP Position: Q4 2025 in Review

Stephens Consulting opened a new position in Canadian Pacific Kansas City (CP) in Q4 2025: 25 shares worth $1.84K. The stake represents ﹤0.01% of the portfolio and ranks #357 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in CP as recently as Q3 2022.

Stephens Consulting first reported a position in CP in Q4 2021 and has held it in 5 quarters since. The position peaked at $7.84K in Q1 2022. 961 funds tracked by Wall St. Rank hold CP as of Q4 2025.

Stephens Consulting held 25 shares of Canadian Pacific Kansas City worth $1.84K as of Q4 2025.
Canadian Pacific Kansas City was a new Stephens Consulting position in Q4 2025.
Canadian Pacific Kansas City made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #357 holding.
Stephens Consulting first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 5 quarters since.
Stephens Consulting's Canadian Pacific Kansas City position peaked at $7.84K in Q1 2022.
961 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.