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

Westside Investment Management’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	$43.7K	Hold	504	–	–	0.01%	639
2026 Q1	$39.7K	Buy	504 +1	+0.2%	+$79	0.01%	640
2025 Q4	$37.3K	Hold	503	–	–	0.01%	639
2025 Q3	$37.6K	Buy	503 +133	+36%	+$10.2K	0.01%	645
2025 Q2	$29.5K	Buy	370 +92	+33%	+$7.08K	0.01%	568
2025 Q1	$19.5K	Buy	278 +1	+0.4%	+$76	﹤0.01%	566
2024 Q4	$20.1K	Hold	277	–	–	﹤0.01%	565
2024 Q3	$23.7K	Hold	277	–	–	0.01%	540
2024 Q2	$21.8K	Hold	277	–	–	0.01%	534
2024 Q1	$24.4K	Buy	277 +1	+0.4%	+$84	0.01%	491
2023 Q4	$21.9K	Hold	276	–	–	0.01%	481
2023 Q3	$20.6K	Hold	276	–	–	0.01%	481
2023 Q2	$22.3K	Hold	276	–	–	0.01%	479
2023 Q1	$21.3K	Hold	276	–	–	0.01%	483
2022 Q4	$20	Buy	276 +1	+0.4%	+$75	﹤0.01%	527
2022 Q3	$18	Hold	275	–	–	﹤0.01%	522
2022 Q2	$19	Hold	275	–	–	﹤0.01%	514
2022 Q1	$22	Buy	275 +1	+0.4%	+$75	﹤0.01%	503
2021 Q4	$19	Buy	+274	New	+$20K	﹤0.01%	507
2018 Q4	–	Sell	-390	Closed	-$16.9K	–	720
2018 Q3	$16.9K	Hold	390	–	–	0.01%	393
2018 Q2	$14.1K	Buy	390 +120	+44%	+$4.41K	0.01%	483
2018 Q1	$9.39K	Hold	270	–	–	0.01%	557
2017 Q4	$10.1K	Hold	270	–	–	0.01%	564
2017 Q3	$8.93K	Hold	270	–	–	0.01%	574
2017 Q2	$8.78K	Hold	270	–	–	0.01%	565
2017 Q1	$8.05K	Buy	270 +140	+108%	+$4.16K	﹤0.01%	556
2016 Q4	$3.82K	Buy	+130	New	+$3.84K	﹤0.01%	540

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Westside Investment Management's CP Position: Q2 2026 in Review

Westside Investment Management held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 504 shares worth $43.7K. The position accounts for 0.01% of the portfolio, ranked #639.

Westside Investment Management first reported a position in CP in Q4 2016 and has held it in 27 quarters since. 982 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Westside Investment Management held 504 shares of Canadian Pacific Kansas City worth $43.7K as of Q2 2026.
Westside Investment Management left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
Canadian Pacific Kansas City made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #639 holding.
Westside Investment Management first reported a position in Canadian Pacific Kansas City in Q4 2016 and has held it in 27 quarters since.
982 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.