Whalen Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Whalen Wealth 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 Q1	$326K	Sell	4,145 -4,090	-50%	-$323K	0.17%	144
2025 Q4	$606K	Sell	8,235 -8,783	-52%	-$646K	0.33%	78
2025 Q3	$1.27M	Buy	17,018 +12,048	+242%	+$920K	0.74%	31
2025 Q2	$394K	Sell	4,970 -6,479	-57%	-$498K	0.25%	116
2025 Q1	$804K	Buy	11,449 +3,383	+42%	+$257K	0.54%	40
2024 Q4	$584K	Buy	8,066 +2,368	+42%	+$182K	0.4%	50
2024 Q3	$487K	Buy	+5,698	New	+$468K	0.34%	66
2024 Q2	–	Sell	-7,420	Closed	-$654K	–	109
2024 Q1	$654K	Sell	7,420 -413	-5%	-$34.7K	0.48%	39
2023 Q4	$619K	Buy	+7,833	New	+$573K	0.56%	49

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Whalen Wealth Management's CP Position: Q1 2026 in Review

Whalen Wealth Management reduced its Canadian Pacific Kansas City (CP) stake by 50% in Q1 2026, selling an estimated $323K and leaving 4,145 shares worth $326K. The position accounts for 0.17% of the portfolio, ranked #144.

Whalen Wealth Management first reported a position in CP in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.27M in Q3 2025. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Whalen Wealth Management held 4,145 shares of Canadian Pacific Kansas City worth $326K as of Q1 2026.
Whalen Wealth Management sold 4,090 Canadian Pacific Kansas City shares in Q1 2026, an estimated $323K.
Canadian Pacific Kansas City made up 0.17% of Whalen Wealth Management's portfolio in Q1 2026, its #144 holding.
Whalen Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2023 and has held it in 9 quarters since.
Whalen Wealth Management's Canadian Pacific Kansas City position peaked at $1.27M in Q3 2025.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.