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 Q3	$809K	Sell	9,501 -1,892	-17%	-$172K	0.3%	82
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Caldwell Sutter Capital's CP Position: Q3 2026 in Review

Caldwell Sutter Capital reduced its Canadian Pacific Kansas City (CP) stake by 17% in Q3 2026, selling an estimated $172K and leaving 9,501 shares worth $809K. The position accounts for 0.3% of the portfolio, ranked #82.

Caldwell Sutter Capital first reported a position in CP in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.17M in Q1 2024. 740 funds tracked by Wall St. Rank hold CP as of Q3 2026.

Caldwell Sutter Capital held 9,501 shares of Canadian Pacific Kansas City worth $809K as of Q3 2026.
Caldwell Sutter Capital sold 1,892 Canadian Pacific Kansas City shares in Q3 2026, an estimated $172K.
Canadian Pacific Kansas City made up 0.3% of Caldwell Sutter Capital's portfolio in Q3 2026, its #82 holding.
Caldwell Sutter Capital first reported a position in Canadian Pacific Kansas City in Q2 2023 and has held it in 14 quarters since.
Caldwell Sutter Capital's Canadian Pacific Kansas City position peaked at $1.17M in Q1 2024.
740 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.