ViaWealth’s Canadian Pacific Kansas City CP Stock Holding History

ViaWealth’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	$513K	Hold	5,921	–	–	0.26%	111
2026 Q1	$466K	Sell	5,921 -27	-0.5%	-$2.13K	0.26%	106
2025 Q4	$438K	Sell	5,948 -820	-12%	-$60.4K	0.25%	105
2025 Q3	$504K	Sell	6,768 -159	-2%	-$12.1K	0.28%	98
2025 Q2	$549K	Sell	6,927 -328	-5%	-$25.2K	0.32%	93
2025 Q1	$509K	Buy	7,255 +217	+3%	+$16.5K	0.31%	96
2024 Q4	$509K	Buy	7,038 +1,996	+40%	+$154K	0.31%	93
2024 Q3	$431K	Buy	5,042 +157	+3%	+$12.9K	0.25%	112
2024 Q2	$385K	Hold	4,885	–	–	0.24%	118
2024 Q1	$431K	Hold	4,885	–	–	0.27%	112
2023 Q4	$386K	Hold	4,885	–	–	0.27%	116
2023 Q3	$363K	Hold	4,885	–	–	0.27%	123
2023 Q2	$395K	Buy	+4,885	New	+$386K	0.29%	111
2023 Q1	–	Sell	-4,985	Closed	-$387K	–	151
2022 Q4	$387K	Buy	+4,985	New	+$375K	0.32%	113

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

ViaWealth's CP Position: Q2 2026 in Review

ViaWealth held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 5,921 shares worth $513K. The position accounts for 0.26% of the portfolio, ranked #111.

ViaWealth first reported a position in CP in Q4 2022 and has held it in 14 quarters since. The position peaked at $549K in Q2 2025. 982 funds tracked by Wall St. Rank hold CP as of Q2 2026.

ViaWealth held 5,921 shares of Canadian Pacific Kansas City worth $513K as of Q2 2026.
ViaWealth left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
Canadian Pacific Kansas City made up 0.26% of ViaWealth's portfolio in Q2 2026, its #111 holding.
ViaWealth first reported a position in Canadian Pacific Kansas City in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Canadian Pacific Kansas City position peaked at $549K in Q2 2025.
982 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.