Triangle Securities Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Triangle Securities Wealth Management’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	$330K	Hold	3,805	–	–	0.07%	179
2026 Q1	$299K	Hold	3,805	–	–	0.07%	181
2025 Q4	$280K	Hold	3,805	–	–	0.06%	190
2025 Q3	$283K	Hold	3,805	–	–	0.06%	187
2025 Q2	$302K	Hold	3,805	–	–	0.07%	185
2025 Q1	$267K	Hold	3,805	–	–	0.07%	186
2024 Q4	$275K	Hold	3,805	–	–	0.07%	182
2024 Q3	$325K	Hold	3,805	–	–	0.08%	183
2024 Q2	$300K	Hold	3,805	–	–	0.08%	177
2024 Q1	$335K	Hold	3,805	–	–	0.1%	174
2023 Q4	$301K	Hold	3,805	–	–	0.09%	172
2023 Q3	$283K	Hold	3,805	–	–	0.1%	168
2023 Q2	$307K	Hold	3,805	–	–	0.11%	165
2023 Q1	$293K	Hold	3,805	–	–	0.1%	165
2022 Q4	$284K	Sell	3,805 -275	-7%	-$20.7K	0.1%	170
2022 Q3	$272K	Hold	4,080	–	–	0.11%	160
2022 Q2	$285K	Sell	4,080 -700	-15%	-$50.7K	0.11%	155
2022 Q1	$395K	Hold	4,780	–	–	0.13%	146
2021 Q4	$344K	Hold	4,780	–	–	0.11%	155
2021 Q3	$311K	Hold	4,780	–	–	0.11%	153
2021 Q2	$368K	Sell	4,780 -550	-10%	-$42.6K	0.12%	149
2021 Q1	$404K	Hold	5,330	–	–	0.15%	140
2020 Q4	$370K	Hold	5,330	–	–	0.15%	139
2020 Q3	$325K	Hold	5,330	–	–	0.15%	139
2020 Q2	$272K	Hold	5,330	–	–	0.13%	139
2020 Q1	$234K	Hold	5,330	–	–	0.13%	138
2019 Q4	$272K	Hold	5,330	–	–	0.12%	138
2019 Q3	$237K	Hold	5,330	–	–	0.12%	142
2019 Q2	$254K	Hold	5,330	–	–	0.13%	133
2019 Q1	$220K	Buy	+5,330	New	+$214K	0.12%	142
2018 Q4	–	Sell	-5,330	Closed	-$226K	–	137
2018 Q3	$226K	Buy	+5,330	New	+$213K	0.12%	134
2015 Q2	–	Sell	-5,780	Closed	-$211K	–	134
2015 Q1	$211K	Hold	5,780	–	–	0.15%	133
2014 Q4	$223K	Sell	5,780 -200	-3%	-$7.92K	0.16%	125
2014 Q3	$248K	Hold	5,980	–	–	0.19%	106
2014 Q2	$217K	Buy	+5,980	New	+$196K	0.17%	119
2013 Q3	–	Sell	-5,980	Closed	-$145K	–	173
2013 Q2	$145K	Buy	+5,980	New	+$150K	0.11%	141

Other funds holding CP

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Triangle Securities Wealth Management's CP Position: Q2 2026 in Review

Triangle Securities Wealth Management held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 3,805 shares worth $330K. The position accounts for 0.07% of the portfolio, ranked #179.

Triangle Securities Wealth Management first reported a position in CP in Q2 2013 and has held it in 36 quarters since. The position peaked at $404K in Q1 2021. 157 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Triangle Securities Wealth Management held 3,805 shares of Canadian Pacific Kansas City worth $330K as of Q2 2026.
Triangle Securities Wealth Management left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
Canadian Pacific Kansas City made up 0.07% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #179 holding.
Triangle Securities Wealth Management first reported a position in Canadian Pacific Kansas City in Q2 2013 and has held it in 36 quarters since.
Triangle Securities Wealth Management's Canadian Pacific Kansas City position peaked at $404K in Q1 2021.
157 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.