U.S. Capital Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

U.S. Capital 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 Q1	$207K	Sell	2,636 -21,392	-89%	-$1.69M	0.01%	948
2025 Q4	$1.77M	Buy	+24,028	New	+$1.77M	0.05%	366
2025 Q3	–	Sell	-26,230	Closed	-$2.08M	–	949
2025 Q2	$2.08M	Buy	26,230 +403	+2%	+$31K	0.06%	289
2025 Q1	$1.81M	Buy	25,827 +10,568	+69%	+$804K	0.06%	313
2024 Q4	$1.1M	Sell	15,259 -7,883	-34%	-$607K	0.03%	406
2024 Q3	$1.98M	Buy	23,142 +2,161	+10%	+$178K	0.07%	250
2024 Q2	$1.65M	Buy	20,981 +6,949	+50%	+$566K	0.06%	268
2024 Q1	$1.24M	Buy	+14,032	New	+$1.18M	0.05%	313
2023 Q4	–	Sell	-14,803	Closed	-$1.1M	–	668
2023 Q3	$1.1M	Buy	14,803 +2,000	+16%	+$159K	0.05%	299
2023 Q2	$1.03M	Buy	+12,803	New	+$1.01M	0.05%	319
2023 Q1	–	Sell	-1,994	Closed	-$149K	–	814
2022 Q4	$149K	Buy	+1,994	New	+$150K	0.01%	666

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

U.S. Capital Wealth Advisors's CP Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Canadian Pacific Kansas City (CP) stake by 89% in Q1 2026, selling an estimated $1.69M and leaving 2,636 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #948.

U.S. Capital Wealth Advisors first reported a position in CP in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.08M in Q2 2025. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

U.S. Capital Wealth Advisors held 2,636 shares of Canadian Pacific Kansas City worth $207K as of Q1 2026.
U.S. Capital Wealth Advisors sold 21,392 Canadian Pacific Kansas City shares in Q1 2026, an estimated $1.69M.
Canadian Pacific Kansas City made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #948 holding.
U.S. Capital Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q4 2022 and has held it in 11 quarters since.
U.S. Capital Wealth Advisors's Canadian Pacific Kansas City position peaked at $2.08M in Q2 2025.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.