Turtle Creek Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Turtle Creek Wealth Advisors’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	$816K	Buy	9,412 +334	+4%	+$28.6K	0.04%	191
2026 Q1	$714K	Sell	9,078 -12	-0.1%	-$948	0.05%	175
2025 Q4	$669K	Buy	9,090 +2,009	+28%	+$148K	0.05%	198
2025 Q3	$527K	Sell	7,081 -308	-4%	-$23.5K	0.05%	204
2025 Q2	$586K	Buy	+7,389	New	+$568K	0.07%	158

Other funds holding CP

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Turtle Creek Wealth Advisors's CP Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Canadian Pacific Kansas City (CP) stake by 3.7% in Q2 2026, buying an estimated $28.6K and bringing the position to 9,412 shares worth $816K. The position accounts for 0.04% of the portfolio, ranked #191.

Turtle Creek Wealth Advisors first reported a position in CP in Q2 2025 and has held it in 5 quarters since. 425 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Turtle Creek Wealth Advisors held 9,412 shares of Canadian Pacific Kansas City worth $816K as of Q2 2026.
Turtle Creek Wealth Advisors bought 334 Canadian Pacific Kansas City shares in Q2 2026, an estimated $28.6K.
Canadian Pacific Kansas City made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #191 holding.
Turtle Creek Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q2 2025 and has held it in 5 quarters since.
425 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.