Valeo Financial Advisors’s Canadian Pacific Kansas City CP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $417K | Buy |
4,810
+1,564
| +48% | +$134K | 0.01% | 510 |
|
|
2026
Q1 | $255K | Buy |
3,246
+88
| +3% | +$6.96K | 0.01% | 614 |
|
|
2025
Q4 | $233K | Buy |
3,158
+209
| +7% | +$15.4K | 0.01% | 706 |
|
|
2025
Q3 | $220K | Sell |
2,949
-481
| -14% | -$36.7K | 0.01% | 728 |
|
|
2025
Q2 | $272K | Buy |
3,430
+22
| +0.6% | +$1.69K | 0.01% | 610 |
|
|
2025
Q1 | $239K | Buy |
3,408
+176
| +5% | +$13.4K | 0.01% | 592 |
|
|
2024
Q4 | $234K | Sell |
3,232
-83
| -3% | -$6.39K | 0.01% | 625 |
|
|
2024
Q3 | $284K | Buy |
3,315
+2
| +0.1% | +$164 | 0.01% | 545 |
|
|
2024
Q2 | $261K | Sell |
3,313
-139
| -4% | -$11.3K | 0.01% | 542 |
|
|
2024
Q1 | $283K | Buy |
3,452
+119
| +4% | +$9.99K | 0.01% | 522 |
|
|
2023
Q4 | $264K | Sell |
3,333
-223
| -6% | -$16.3K | 0.01% | 529 |
|
|
2023
Q3 | $265K | Buy |
3,556
+141
| +4% | +$11.2K | 0.01% | 498 |
|
|
2023
Q2 | $276K | Sell |
3,415
-120
| -3% | -$9.47K | 0.01% | 452 |
|
|
2023
Q1 | $272K | Buy |
3,535
+248
| +8% | +$19.1K | 0.01% | 469 |
|
|
2022
Q4 | $245K | Buy |
3,287
+231
| +8% | +$17.4K | 0.01% | 435 |
|
|
2022
Q3 | $204K | Sell |
3,056
-289
| -9% | -$21.8K | 0.01% | 439 |
|
|
2022
Q2 | $234K | Sell |
3,345
-372
| -10% | -$26.9K | 0.01% | 413 |
|
|
2022
Q1 | $307K | Buy |
3,717
+376
| +11% | +$28.3K | 0.02% | 440 |
|
|
2021
Q4 | $240K | Buy |
+3,341
| New | +$244K | 0.01% | 473 |
|
|
2021
Q2 | – | Sell |
-1,460
| Closed | -$111K | – | 778 |
|
|
2021
Q1 | $111K | Hold |
1,460
| – | – | 0.01% | 582 |
|
|
2020
Q4 | $101K | Hold |
1,460
| – | – | 0.01% | 567 |
|
|
2020
Q3 | $89K | Buy |
1,460
+30
| +2% | +$1.71K | 0.01% | 498 |
|
|
2020
Q2 | $73K | Buy |
1,430
+65
| +5% | +$3.08K | 0.01% | 597 |
|
|
2020
Q1 | $62K | Hold |
1,365
| – | – | 0.01% | 536 |
|
|
2019
Q4 | $70K | Sell |
1,365
-550
| -29% | -$25.8K | 0.01% | 534 |
|
|
2019
Q3 | $85K | Sell |
1,915
-250
| -12% | -$11.8K | 0.01% | 470 |
|
|
2019
Q2 | $102K | Hold |
2,165
| – | – | 0.01% | 429 |
|
|
2019
Q1 | $89K | Buy |
2,165
+10
| +0.5% | +$401 | 0.01% | 434 |
|
|
2018
Q4 | $77K | Buy |
2,155
+60
| +3% | +$2.4K | 0.01% | 417 |
|
|
2018
Q3 | $86K | Buy |
2,095
+20
| +1% | +$800 | 0.01% | 428 |
|
|
2018
Q2 | $84K | Hold |
2,075
| – | – | 0.01% | 434 |
|
|
2018
Q1 | $73K | Hold |
2,075
| – | – | 0.01% | 419 |
|
|
2017
Q4 | $76K | Hold |
2,075
| – | – | 0.01% | 392 |
|
|
2017
Q3 | $70K | Buy |
+2,075
| New | +$66K | 0.02% | 348 |
|
Other funds holding CP
Valeo Financial Advisors's CP Position: Q2 2026 in Review
Valeo Financial Advisors increased its Canadian Pacific Kansas City (CP) stake by 48% in Q2 2026, buying an estimated $134K and bringing the position to 4,810 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #510.
Valeo Financial Advisors first reported a position in CP in Q3 2017 and has held it in 34 quarters since. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.
- Valeo Financial Advisors held 4,810 shares of Canadian Pacific Kansas City worth $417K as of Q2 2026.
- Valeo Financial Advisors bought 1,564 Canadian Pacific Kansas City shares in Q2 2026, an estimated $134K.
- Canadian Pacific Kansas City made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #510 holding.
- Valeo Financial Advisors first reported a position in Canadian Pacific Kansas City in Q3 2017 and has held it in 34 quarters since.
- 976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.