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Caldwell Trust’s Canadian Pacific Kansas City CP Stock Holding History

Caldwell Trust’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
2025
Q4 		– Sell
-400
Closed -$29.8K – 764
2025
Q3 		$29.8K Buy
+400
New +$30.6K ﹤0.01% 531
2024
Q2 		– Sell
-535
Closed -$47.2K – 701
2024
Q1 		$47.2K Buy
+535
New +$44.9K 0.01% 460
2021
Q3 		– Sell
-205
Closed -$15.8K – 738
2021
Q2 		$15.8K Hold
205
– – ﹤0.01% 594
2021
Q1 		$15.6K Hold
205
– – ﹤0.01% 585
2020
Q4 		$14.2K Hold
205
– – ﹤0.01% 590
2020
Q3 		$12.5K Hold
205
– – ﹤0.01% 588
2020
Q2 		$10.5K Hold
205
– – ﹤0.01% 637
2020
Q1 		$9K Hold
205
– – ﹤0.01% 650
2019
Q4 		$10.5K Buy
+205
New +$9.61K ﹤0.01% 679

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Caldwell Trust's CP Position: Q4 2025 in Review

Caldwell Trust sold out of Canadian Pacific Kansas City (CP) in Q4 2025, closing a stake of 400 shares — an estimated $29.8K sold.

Caldwell Trust first reported a position in CP in Q4 2019 and held it in 9 quarters. The position peaked at $47.2K in Q1 2024. 962 funds tracked by Wall St. Rank hold CP as of Q4 2025.

  • Caldwell Trust reported no remaining Canadian Pacific Kansas City position as of Q4 2025 after selling out during the quarter.
  • Caldwell Trust sold 400 Canadian Pacific Kansas City shares in Q4 2025, an estimated $29.8K.
  • Caldwell Trust first reported a position in Canadian Pacific Kansas City in Q4 2019 and held it in 9 quarters.
  • Caldwell Trust's Canadian Pacific Kansas City position peaked at $47.2K in Q1 2024.
  • 962 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2025.

Based on Caldwell Trust's 13F filing for Q4 2025, filed 30 Jan 2026.