Twin Peaks Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Twin Peaks 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	–	Sell	-334	Closed	-$26.3K	–	642
2026 Q1	$26.3K	Buy	+334	New	+$26.4K	0.01%	617
2025 Q3	–	Sell	-356	Closed	-$26.7K	–	567
2025 Q2	$26.7K	Buy	+356	New	+$27.4K	0.01%	501

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Twin Peaks Wealth Advisors's CP Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Canadian Pacific Kansas City (CP) in Q2 2026, closing a stake of 334 shares — an estimated $26.3K sold.

Twin Peaks Wealth Advisors first reported a position in CP in Q2 2025 and held it in 2 quarters. The position peaked at $26.7K in Q2 2025. 984 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Canadian Pacific Kansas City position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 334 Canadian Pacific Kansas City shares in Q2 2026, an estimated $26.3K.
Twin Peaks Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Canadian Pacific Kansas City position peaked at $26.7K in Q2 2025.
984 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.