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Waverly Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Waverly 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
Q2 		$935K Buy
10,795
+231
+2% +$19.8K 0.01% 920
2026
Q1 		$831K Sell
10,564
-1,344
-11% -$106K 0.01% 886
2025
Q4 		$877K Sell
11,908
-294
-2% -$21.6K 0.01% 805
2025
Q3 		$909K Buy
12,202
+1,249
+11% +$95.4K 0.01% 667
2025
Q2 		$868K Buy
10,953
+149
+1% +$11.5K 0.01% 652
2025
Q1 		$759K Buy
10,804
+270
+3% +$20.5K 0.01% 669
2024
Q4 		$762K Buy
10,534
+4,938
+88% +$380K 0.01% 580
2024
Q3 		$479K Sell
5,596
-1,893
-25% -$156K 0.01% 592
2024
Q2 		$590K Buy
7,489
+1,685
+29% +$137K 0.01% 538
2024
Q1 		$512K Buy
+5,804
New +$487K 0.01% 473
2015
Q2 		– Sell
-320
Closed -$12K – 367
2015
Q1 		$12K Hold
320
– – 0.01% 240
2014
Q4 		$12K Hold
320
– – 0.01% 274
2014
Q3 		$13K Hold
320
– – 0.01% 412
2014
Q2 		$12K Hold
320
– – 0.01% 403
2014
Q1 		$10K Hold
320
– – ﹤0.01% 420
2013
Q4 		$10K Buy
+320
New +$9.22K ﹤0.01% 553

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

Waverly Advisors's CP Position: Q2 2026 in Review

Waverly Advisors increased its Canadian Pacific Kansas City (CP) stake by 2.2% in Q2 2026, buying an estimated $19.8K and bringing the position to 10,795 shares worth $935K. The position accounts for 0.01% of the portfolio, ranked #920.

Waverly Advisors first reported a position in CP in Q4 2013 and has held it in 16 quarters since. 986 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Waverly Advisors held 10,795 shares of Canadian Pacific Kansas City worth $935K as of Q2 2026.
  • Waverly Advisors bought 231 Canadian Pacific Kansas City shares in Q2 2026, an estimated $19.8K.
  • Canadian Pacific Kansas City made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #920 holding.
  • Waverly Advisors first reported a position in Canadian Pacific Kansas City in Q4 2013 and has held it in 16 quarters since.
  • 986 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.