Successful Portfolios’s Canadian Pacific Kansas City CP Stock Holding History

Successful Portfolios’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	–	Sell	-2,808	Closed	-$201K	–	192
2025 Q4	$201K	Sell	2,808 -1	-0%	-$74	0.1%	179
2025 Q3	$209K	Hold	2,809	–	–	0.12%	160
2025 Q2	$223K	Buy	+2,809	New	+$216K	0.14%	153
2025 Q1	–	Sell	-2,809	Closed	-$203K	–	161
2024 Q4	$203K	Hold	2,809	–	–	0.14%	151
2024 Q3	$240K	Sell	2,809 -37	-1%	-$3.04K	0.16%	134
2024 Q2	$224K	Sell	2,846 -288	-9%	-$23.4K	0.16%	135
2024 Q1	$276K	Sell	3,134 -29	-0.9%	-$2.43K	0.19%	113
2023 Q4	$250K	Hold	3,163	–	–	0.19%	127
2023 Q3	$235K	Hold	3,163	–	–	0.21%	115
2023 Q2	$256K	Buy	+3,163	New	+$250K	0.22%	106
2023 Q1	–	Sell	-3,163	Closed	-$236K	–	190
2022 Q4	$236K	Hold	3,163	–	–	0.15%	159
2022 Q3	$211K	Hold	3,163	–	–	0.15%	158
2022 Q2	$221K	Hold	3,163	–	–	0.15%	160
2022 Q1	$261K	Sell	3,163 -116	-4%	-$8.73K	0.15%	164
2021 Q4	$236K	Buy	+3,279	New	+$240K	0.13%	179

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

Successful Portfolios's CP Position: Q1 2026 in Review

Successful Portfolios sold out of Canadian Pacific Kansas City (CP) in Q1 2026, closing a stake of 2,808 shares — an estimated $201K sold.

Successful Portfolios first reported a position in CP in Q4 2021 and held it in 15 quarters. The position peaked at $276K in Q1 2024. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Successful Portfolios reported no remaining Canadian Pacific Kansas City position as of Q1 2026 after selling out during the quarter.
Successful Portfolios sold 2,808 Canadian Pacific Kansas City shares in Q1 2026, an estimated $201K.
Successful Portfolios first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 15 quarters.
Successful Portfolios's Canadian Pacific Kansas City position peaked at $276K in Q1 2024.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Successful Portfolios's 13F filing for Q1 2026, filed 13 Apr 2026.