Atwood & Palmer’s Canadian Pacific Kansas City CP Stock Holding History

Atwood & Palmer’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 Q3	$157K	Sell	1,842 -225	-11%	-$20.4K	0.01%	174
2026 Q2	$179K	Hold	2,067	–	–	0.01%	161
2026 Q1	$163K	Sell	2,067 -332	-14%	-$26.2K	0.01%	168
2025 Q4	$177K	Hold	2,399	–	–	0.01%	158
2025 Q3	$179K	Hold	2,399	–	–	0.01%	159
2025 Q2	$190K	Hold	2,399	–	–	0.01%	156
2025 Q1	$168K	Hold	2,399	–	–	0.01%	159
2024 Q4	$174K	Hold	2,399	–	–	0.01%	151
2024 Q3	$205K	Hold	2,399	–	–	0.01%	149
2024 Q2	$189K	Hold	2,399	–	–	0.01%	149
2024 Q1	$212K	Hold	2,399	–	–	0.02%	143
2023 Q4	$190K	Hold	2,399	–	–	0.02%	150
2023 Q3	$179K	Hold	2,399	–	–	0.02%	147
2023 Q2	$194K	Buy	2,399 +957	+66%	+$75.6K	0.02%	150
2023 Q1	$111K	Hold	1,442	–	–	0.01%	171
2022 Q4	$108K	Hold	1,442	–	–	0.01%	176
2022 Q3	$96K	Hold	1,442	–	–	0.01%	173
2022 Q2	$101K	Hold	1,442	–	–	0.01%	169
2022 Q1	$119K	Hold	1,442	–	–	0.01%	164
2021 Q4	$104K	Buy	+1,442	New	+$105K	0.01%	188

Other funds holding CP

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Atwood & Palmer's CP Position: Q3 2026 in Review

Atwood & Palmer reduced its Canadian Pacific Kansas City (CP) stake by 11% in Q3 2026, selling an estimated $20.4K and leaving 1,842 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #174.

Atwood & Palmer first reported a position in CP in Q4 2021 and has held it in 20 quarters since. The position peaked at $212K in Q1 2024. 27 funds tracked by Wall St. Rank hold CP as of Q3 2026.

Atwood & Palmer held 1,842 shares of Canadian Pacific Kansas City worth $157K as of Q3 2026.
Atwood & Palmer sold 225 Canadian Pacific Kansas City shares in Q3 2026, an estimated $20.4K.
Canadian Pacific Kansas City made up 0.01% of Atwood & Palmer's portfolio in Q3 2026, its #174 holding.
Atwood & Palmer first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 20 quarters since.
Atwood & Palmer's Canadian Pacific Kansas City position peaked at $212K in Q1 2024.
27 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.