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Waterfront Wealth’s Canadian Pacific Kansas City CP Stock Holding History

Waterfront 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 		$2.12M Buy
23,498
+153
+0.7% +$13.1K 0.33% 89
2026
Q1 		$1.84M Buy
23,345
+920
+4% +$72.7K 0.34% 93
2025
Q4 		$1.62M Buy
22,425
+31
+0.1% +$2.28K 0.31% 99
2025
Q3 		$1.72M Sell
22,394
-30
-0.1% -$2.29K 0.35% 82
2025
Q2 		$1.78M Sell
22,424
-629
-3% -$48.4K 0.4% 71
2025
Q1 		$1.62M Sell
23,053
-17
-0.1% -$1.29K 0.39% 69
2024
Q4 		$1.67M Buy
23,070
+355
+2% +$27.4K 0.41% 70
2024
Q3 		$1.78M Buy
22,715
+216
+1% +$17.8K 0.44% 63
2024
Q2 		$1.77M Sell
22,499
-949
-4% -$77.2K 0.48% 54
2024
Q1 		$1.92M Buy
23,448
+309
+1% +$25.9K 0.54% 52
2023
Q4 		$1.83M Buy
23,139
+559
+2% +$40.9K 0.54% 50
2023
Q3 		$1.59M Buy
22,580
+373
+2% +$29.6K 0.52% 48
2023
Q2 		$1.84M Buy
22,207
+832
+4% +$65.7K 0.55% 45
2023
Q1 		$1.64M Buy
21,375
+640
+3% +$49.4K 0.54% 44
2022
Q4 		$1.61M Buy
20,735
+768
+4% +$57.8K 0.55% 46
2022
Q3 		$1.49M Buy
19,967
+1,564
+8% +$118K 0.57% 45
2022
Q2 		$1.28M Buy
18,403
+4,675
+34% +$339K 0.52% 50
2022
Q1 		$1.02M Buy
13,728
+10,775
+365% +$811K 0.36% 74
2021
Q4 		$212K Buy
+2,953
New +$216K 0.08% 208

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Waterfront Wealth's CP Position: Q2 2026 in Review

Waterfront Wealth increased its Canadian Pacific Kansas City (CP) stake by 0.66% in Q2 2026, buying an estimated $13.1K and bringing the position to 23,498 shares worth $2.12M. The position accounts for 0.33% of the portfolio, ranked #89.

Waterfront Wealth first reported a position in CP in Q4 2021 and has held it in 19 quarters since. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Waterfront Wealth held 23,498 shares of Canadian Pacific Kansas City worth $2.12M as of Q2 2026.
  • Waterfront Wealth bought 153 Canadian Pacific Kansas City shares in Q2 2026, an estimated $13.1K.
  • Canadian Pacific Kansas City made up 0.33% of Waterfront Wealth's portfolio in Q2 2026, its #89 holding.
  • Waterfront Wealth first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 19 quarters since.
  • 980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.