Caldwell Sutter Capital’s Canadian Pacific Kansas City CP Stock Holding History

Caldwell Sutter Capital’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	$987K	Sell	11,393 -1,857	-14%	-$159K	0.37%	68
2026 Q1	$1.04M	Hold	13,250	–	–	0.42%	64
2025 Q4	$976K	Hold	13,250	–	–	0.41%	66
2025 Q3	$987K	Hold	13,250	–	–	0.42%	63
2025 Q2	$1.05M	Hold	13,250	–	–	0.48%	53
2025 Q1	$930K	Hold	13,250	–	–	0.44%	59
2024 Q4	$959K	Hold	13,250	–	–	0.45%	57
2024 Q3	$1.13M	Hold	13,250	–	–	0.53%	48
2024 Q2	$1.04M	Hold	13,250	–	–	0.52%	49
2024 Q1	$1.17M	Hold	13,250	–	–	0.56%	48
2023 Q4	$1.05M	Hold	13,250	–	–	0.53%	55
2023 Q3	$986K	Hold	13,250	–	–	0.55%	51
2023 Q2	$1.07M	Buy	+13,250	New	+$1.05M	0.56%	46

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

Caldwell Sutter Capital's CP Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Canadian Pacific Kansas City (CP) stake by 14% in Q2 2026, selling an estimated $159K and leaving 11,393 shares worth $987K. The position accounts for 0.37% of the portfolio, ranked #68.

Caldwell Sutter Capital first reported a position in CP in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.17M in Q1 2024. 983 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Caldwell Sutter Capital held 11,393 shares of Canadian Pacific Kansas City worth $987K as of Q2 2026.
Caldwell Sutter Capital sold 1,857 Canadian Pacific Kansas City shares in Q2 2026, an estimated $159K.
Canadian Pacific Kansas City made up 0.37% of Caldwell Sutter Capital's portfolio in Q2 2026, its #68 holding.
Caldwell Sutter Capital first reported a position in Canadian Pacific Kansas City in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's Canadian Pacific Kansas City position peaked at $1.17M in Q1 2024.
983 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.