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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
Q2 		$629K Buy
7,257
+102
+1% +$8.74K 0.01% 1043
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
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

Stratos Wealth Partners's CP Position: Q2 2026 in Review

Stratos Wealth Partners increased its Canadian Pacific Kansas City (CP) stake by 1.4% in Q2 2026, buying an estimated $8.74K and bringing the position to 7,257 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #1043.

Stratos Wealth Partners first reported a position in CP in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.39M in Q2 2021. 983 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Stratos Wealth Partners held 7,257 shares of Canadian Pacific Kansas City worth $629K as of Q2 2026.
  • Stratos Wealth Partners bought 102 Canadian Pacific Kansas City shares in Q2 2026, an estimated $8.74K.
  • Canadian Pacific Kansas City made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1043 holding.
  • Stratos Wealth Partners first reported a position in Canadian Pacific Kansas City in Q4 2017 and has held it in 28 quarters since.
  • Stratos Wealth Partners's Canadian Pacific Kansas City position peaked at $1.39M in Q2 2021.
  • 983 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.