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Canadian Pacific Kansas City shares owned by Whalen Wealth Management

Quarter-by-quarter ownership of Canadian Pacific Kansas City (CP) shares owned by Whalen Wealth Management from 13F filings

Historical chart of Whalen Wealth Management investment in Canadian Pacific Kansas City

Tip: Access up to 7 years of quarterly data

All positions including Canadian Pacific Kansas City held by Whalen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Canadian Pacific Kansas City by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $487k 5.7k 85.54
2024-03-31 $654k 7.4k 88.17

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J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for Whalen Wealth Management

Top funds holding Canadian Pacific Kansas City

Royal Bank of Canada
Vanguard Group
WCM Investment Management
TD Asset Management
Massachusetts Financial Services
Mackenzie Financial
Pershing Square Capital Management
Goodman & Company, Investment Counsel
Capital World Investors
Veritas Asset Management
Manufacturers Life Insurance Company
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Sustainable Growth Advisers
CIBC Global Asset Management
Jpmorgan Chase & Co

View all funds holding Canadian Pacific Kansas City