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Waldron Private Wealth’s Canadian Pacific Kansas City CP Stock Holding History

Waldron Private Wealth’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 		$796K Hold
9,183
– – 0.03% 172
2026
Q1 		$722K Hold
9,183
– – 0.03% 176
2025
Q4 		$676K Hold
9,183
– – 0.03% 177
2025
Q3 		$684K Hold
9,183
– – 0.03% 175
2025
Q2 		$728K Hold
9,183
– – 0.03% 162
2025
Q1 		$645K Sell
9,183
-11,945
-57% -$909K 0.03% 166
2024
Q4 		$1.53M Buy
21,128
+10,202
+93% +$786K 0.06% 130
2024
Q3 		$935K Buy
10,926
+511
+5% +$42K 0.04% 170
2024
Q2 		$821K Hold
10,415
– – 0.04% 175
2024
Q1 		$920K Sell
10,415
-29
-0.3% -$2.43K 0.04% 170
2023
Q4 		$826K Buy
10,444
+507
+5% +$37.1K 0.04% 177
2023
Q3 		$739K Sell
9,937
-24
-0.2% -$1.9K 0.04% 182
2023
Q2 		$806K Sell
9,961
-595
-6% -$47K 0.04% 174
2023
Q1 		$812K Buy
+10,556
New +$815K 0.04% 190
2021
Q3 		– Sell
-3,625
Closed -$279K – 361
2021
Q2 		$279K Buy
+3,625
New +$281K 0.02% 284
2015
Q2 		– Sell
-7,180
Closed -$262K – 123
2015
Q1 		$262K Sell
7,180
-910
-11% -$33.6K 0.11% 84
2014
Q4 		$312K Sell
8,090
-1,630
-17% -$64.5K 0.13% 62
2014
Q3 		$403K Sell
9,720
-3,330
-26% -$130K 0.19% 44
2014
Q2 		$473K Buy
13,050
+2,315
+22% +$75.9K 0.22% 41
2014
Q1 		$323K Hold
10,735
– – 0.16% 66
2013
Q4 		$325K Buy
+10,735
New +$309K 0.15% 61

Other funds holding CP

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
CF
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Waldron Private Wealth's CP Position: Q2 2026 in Review

Waldron Private Wealth held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 9,183 shares worth $796K. The position accounts for 0.03% of the portfolio, ranked #172.

Waldron Private Wealth first reported a position in CP in Q4 2013 and has held it in 21 quarters since. The position peaked at $1.53M in Q4 2024. 375 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Waldron Private Wealth held 9,183 shares of Canadian Pacific Kansas City worth $796K as of Q2 2026.
  • Waldron Private Wealth left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
  • Canadian Pacific Kansas City made up 0.03% of Waldron Private Wealth's portfolio in Q2 2026, its #172 holding.
  • Waldron Private Wealth first reported a position in Canadian Pacific Kansas City in Q4 2013 and has held it in 21 quarters since.
  • Waldron Private Wealth's Canadian Pacific Kansas City position peaked at $1.53M in Q4 2024.
  • 375 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.