WIM
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Waverton Investment Management’s Canadian Pacific Kansas City CP Stock Holding History

Waverton Investment Management’s Portfolio CP Stock Details CP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$534K Buy
6,738
+705
+12% +$55.9K 0.01% 87
2025
Q1 		$424K Buy
6,033
+728
+14% +$51.1K 0.01% 86
2024
Q4 		$384K Buy
5,305
+352
+7% +$25.5K 0.01% 92
2024
Q3 		$424K Buy
+4,953
New +$424K 0.01% 86