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WCG Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

WCG Wealth 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 		$2.17M Buy
+25,049
New +$2.15M 0.05% 293
2024
Q1 		– Sell
-18,314
Closed -$1.45M – 268
2023
Q4 		$1.45M Buy
18,314
+2,455
+15% +$180K 0.11% 164
2023
Q3 		$1.18M Buy
+15,859
New +$1.26M 0.09% 185

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

WCG Wealth Advisors's CP Position: Q2 2026 in Review

WCG Wealth Advisors opened a new position in Canadian Pacific Kansas City (CP) in Q2 2026: 25,049 shares worth $2.17M. The stake represents 0.05% of the portfolio and ranks #293 among its holdings. This is a return to the name: WCG Wealth Advisors previously reported a position in CP as recently as Q4 2023.

WCG Wealth Advisors first reported a position in CP in Q3 2023 and has held it in 3 quarters since. 986 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • WCG Wealth Advisors held 25,049 shares of Canadian Pacific Kansas City worth $2.17M as of Q2 2026.
  • Canadian Pacific Kansas City was a new WCG Wealth Advisors position in Q2 2026.
  • Canadian Pacific Kansas City made up 0.05% of WCG Wealth Advisors's portfolio in Q2 2026, its #293 holding.
  • WCG Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q3 2023 and has held it in 3 quarters since.
  • 986 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

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