Stratos Wealth Partners’s Canadian Pacific Kansas City CP Stock Holding History

Stratos Wealth Partners’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	$563K	Buy	7,155 +1,144	+19%	+$90.4K	0.01%	1015
2025 Q4	$443K	Sell	6,011 -501	-8%	-$36.9K	0.01%	1097
2025 Q3	$485K	Sell	6,512 -101	-2%	-$7.72K	0.01%	1028
2025 Q2	$524K	Sell	6,613 -412	-6%	-$31.7K	0.01%	908
2025 Q1	$493K	Sell	7,025 -440	-6%	-$33.5K	0.01%	890
2024 Q4	$540K	Buy	7,465 +226	+3%	+$17.4K	0.01%	906
2024 Q3	$619K	Sell	7,239 -638	-8%	-$52.5K	0.01%	859
2024 Q2	$620K	Sell	7,877 -26	-0.3%	-$2.12K	0.01%	820
2024 Q1	$697K	Sell	7,903 -760	-9%	-$63.8K	0.01%	770
2023 Q4	$685K	Sell	8,663 -2,346	-21%	-$172K	0.01%	755
2023 Q3	$819K	Buy	11,009 +785	+8%	+$62.3K	0.02%	641
2023 Q2	$826K	Buy	+10,224	New	+$807K	0.02%	589
2023 Q1	–	Sell	-9,358	Closed	-$698K	–	1143
2022 Q4	$698K	Sell	9,358 -1,940	-17%	-$146K	0.02%	615
2022 Q3	$754K	Sell	11,298 -3,210	-22%	-$242K	0.02%	562
2022 Q2	$1.01M	Sell	14,508 -432	-3%	-$31.3K	0.03%	508
2022 Q1	$1.23M	Sell	14,940 -4,315	-22%	-$325K	0.03%	499
2021 Q4	$1.39M	Buy	19,255 +2,611	+16%	+$191K	0.03%	469
2021 Q3	$1.08M	Sell	16,644 -1,371	-8%	-$97.7K	0.03%	502
2021 Q2	$1.39M	Sell	18,015 -150	-0.8%	-$11.6K	0.03%	446
2021 Q1	$1.38M	Sell	18,165 -1,195	-6%	-$86K	0.04%	414
2020 Q4	$1.34M	Buy	19,360 +2,300	+13%	+$150K	0.04%	373
2020 Q3	$1.04M	Buy	17,060 +12,120	+245%	+$692K	0.03%	393
2020 Q2	$253K	Sell	4,940 -250	-5%	-$11.9K	0.01%	821
2020 Q1	$228K	Buy	+5,190	New	+$255K	0.01%	770
2018 Q4	–	Sell	-420	Closed	-$18K	–	1114
2018 Q3	$18K	Buy	+420	New	+$16.8K	﹤0.01%	1921
2018 Q2	–	Sell	-420	Closed	-$15K	–	1265
2018 Q1	$15K	Sell	420 -280	-40%	-$10.1K	﹤0.01%	2120
2017 Q4	$26K	Buy	+700	New	+$24.4K	﹤0.01%	1809

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Stratos Wealth Partners's CP Position: Q1 2026 in Review

Stratos Wealth Partners increased its Canadian Pacific Kansas City (CP) stake by 19% in Q1 2026, buying an estimated $90.4K and bringing the position to 7,155 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #1015.

Stratos Wealth Partners first reported a position in CP in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.39M in Q2 2021. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Stratos Wealth Partners held 7,155 shares of Canadian Pacific Kansas City worth $563K as of Q1 2026.
Stratos Wealth Partners bought 1,144 Canadian Pacific Kansas City shares in Q1 2026, an estimated $90.4K.
Canadian Pacific Kansas City made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1015 holding.
Stratos Wealth Partners first reported a position in Canadian Pacific Kansas City in Q4 2017 and has held it in 27 quarters since.
Stratos Wealth Partners's Canadian Pacific Kansas City position peaked at $1.39M in Q2 2021.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.