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

Whipplewood 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	$6.24K	Sell	72 -186	-72%	-$15.9K	﹤0.01%	292
2026 Q1	$20.3K	Buy	258 +226	+706%	+$17.9K	0.01%	393
2025 Q4	$2.36K	Buy	+32	New	+$2.35K	﹤0.01%	336
2025 Q3	–	Sell	-791	Closed	-$62.7K	–	488
2025 Q2	$62.7K	Sell	791 -1,427	-64%	-$110K	0.03%	287
2025 Q1	$178K	Sell	2,218 -439	-17%	-$33.4K	0.1%	168
2024 Q4	$192K	Buy	+2,657	New	+$205K	0.11%	160

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

Whipplewood Advisors's CP Position: Q2 2026 in Review

Whipplewood Advisors reduced its Canadian Pacific Kansas City (CP) stake by 72% in Q2 2026, selling an estimated $15.9K and leaving 72 shares worth $6.24K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Whipplewood Advisors first reported a position in CP in Q4 2024 and has held it in 6 quarters since. The position peaked at $192K in Q4 2024. 977 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Whipplewood Advisors held 72 shares of Canadian Pacific Kansas City worth $6.24K as of Q2 2026.
Whipplewood Advisors sold 186 Canadian Pacific Kansas City shares in Q2 2026, an estimated $15.9K.
Canadian Pacific Kansas City made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #292 holding.
Whipplewood Advisors first reported a position in Canadian Pacific Kansas City in Q4 2024 and has held it in 6 quarters since.
Whipplewood Advisors's Canadian Pacific Kansas City position peaked at $192K in Q4 2024.
977 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.