CP — CANADIAN PACIFIC KANSAS CITY

Ownership history in Executive Wealth Management, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Executive Wealth Management, LLC reported a position in CANADIAN PACIFIC KANSAS CITY (CP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.49% (2024 Q2)
Avg. % of fund
0.29%
First filed
2023 Q3
Last filed
2024 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 35,819 +2,113 +6.3% 0.39% $3.1M $84.86
2024 Q2 ADDED 33,706 +862 +2.6% 0.49% $2.7M $77.97
2024 Q1 ADDED 32,844 +11,014 +50.5% 0.25% $2.9M $87.17
2023 Q4 ADDED 21,830 +4,385 +25.1% 0.16% $1.7M $78.04
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% of Fund (quarterly)    CP price (monthly, adj. close)

Other funds also holding CP

As of 2025 Q4 — sorted by position size

CAUSEWAY CAPITAL MANAGEMENT LLC 3Y 7Y 12.78% CHANNING GLOBAL ADVISORS, LLC 3Y 8.86% Consulta Ltd 3Y 7Y 8.22% Veritas Asset Management LLP 3Y 7Y 7.04% Georgetown University 3Y 7Y 6.8% TCI Fund Management Ltd 3Y 7Y 6.54% Rothschild & Co Wealth Management UK Ltd 3Y 6.2% Prevatt Capital Ltd 5.96% Heronetta Management, L.P. 3Y 7Y 5.22% Maren Capital LLC 5.05%
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