Wimmer Associates 1’s Canadian Pacific Kansas City CP Stock Holding History

Wimmer Associates 1’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	$279K	Hold	3,218	–	–	0.13%	97
2026 Q1	$253K	Hold	3,218	–	–	0.12%	99
2025 Q4	$237K	Hold	3,218	–	–	0.11%	100
2025 Q3	$240K	Hold	3,218	–	–	0.12%	102
2025 Q2	$255K	Hold	3,218	–	–	0.13%	100
2025 Q1	$253K	Hold	3,218	–	–	0.13%	99
2024 Q4	$233K	Hold	3,218	–	–	0.12%	104
2024 Q3	$275K	Hold	3,218	–	–	0.13%	102
2024 Q2	$253K	Hold	3,218	–	–	0.13%	104
2024 Q1	$284K	Hold	3,218	–	–	0.15%	98
2023 Q4	$254K	Hold	3,218	–	–	0.14%	100
2023 Q3	$239K	Hold	3,218	–	–	0.15%	100
2023 Q2	$260K	Hold	3,218	–	–	0.16%	102
2023 Q1	$267K	Hold	3,218	–	–	0.17%	98
2022 Q4	$240K	Hold	3,218	–	–	0.16%	102
2022 Q3	$240K	Sell	3,218 -141	-4%	-$10.6K	0.16%	100
2022 Q2	$235K	Hold	3,359	–	–	0.15%	101
2022 Q1	$277K	Hold	3,359	–	–	0.15%	102
2021 Q4	$242K	Buy	+3,359	New	+$245K	0.13%	112

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

Wimmer Associates 1's CP Position: Q2 2026 in Review

Wimmer Associates 1 held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 3,218 shares worth $279K. The position accounts for 0.13% of the portfolio, ranked #97.

Wimmer Associates 1 first reported a position in CP in Q4 2021 and has held it in 19 quarters since. The position peaked at $284K in Q1 2024. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Wimmer Associates 1 held 3,218 shares of Canadian Pacific Kansas City worth $279K as of Q2 2026.
Wimmer Associates 1 left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
Canadian Pacific Kansas City made up 0.13% of Wimmer Associates 1's portfolio in Q2 2026, its #97 holding.
Wimmer Associates 1 first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 19 quarters since.
Wimmer Associates 1's Canadian Pacific Kansas City position peaked at $284K in Q1 2024.
980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Wimmer Associates 1's 13F filing for Q2 2026, filed 14 Aug 2026.