CX Institutional’s Canadian Pacific Kansas City CP Stock Holding History

CX Institutional’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	$86K	Hold	1,010	–	–	﹤0.01%	906
2026 Q2	$88K	Hold	1,010	–	–	﹤0.01%	887
2026 Q1	$79K	Buy	1,010 +151	+18%	+$11.9K	﹤0.01%	892
2025 Q4	$63K	Hold	859	–	–	﹤0.01%	931
2025 Q3	$64K	Hold	859	–	–	﹤0.01%	899
2025 Q2	$68K	Sell	859 -14	-2%	-$1.08K	﹤0.01%	814
2025 Q1	$61K	Buy	+873	New	+$66.4K	﹤0.01%	813
2022 Q3	–	Sell	-650	Closed	-$45K	–	592
2022 Q2	$45K	Buy	+650	New	+$47.1K	﹤0.01%	696
2021 Q4	–	Sell	-285	Closed	-$19K	–	440
2021 Q3	$19K	Sell	285 -75	-21%	-$5.34K	﹤0.01%	745
2021 Q2	$28K	Hold	360	–	–	﹤0.01%	672
2021 Q1	$27K	Hold	360	–	–	﹤0.01%	615
2020 Q4	$25K	Hold	360	–	–	﹤0.01%	567
2020 Q3	$22K	Hold	360	–	–	﹤0.01%	522
2020 Q2	$18K	Hold	360	–	–	﹤0.01%	462
2020 Q1	$16K	Buy	360 +75	+26%	+$3.69K	﹤0.01%	402
2019 Q4	$15K	Hold	285	–	–	﹤0.01%	379
2019 Q3	$13K	Buy	285 +30	+12%	+$1.41K	﹤0.01%	426
2019 Q2	$12K	Buy	+255	New	+$11.4K	﹤0.01%	460

Other funds holding CP

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

CX Institutional's CP Position: Q3 2026 in Review

CX Institutional held its Canadian Pacific Kansas City (CP) position steady in Q3 2026 at 1,010 shares worth $86K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

CX Institutional first reported a position in CP in Q2 2019 and has held it in 18 quarters since. The position peaked at $88K in Q2 2026. 189 funds tracked by Wall St. Rank hold CP as of Q3 2026.

CX Institutional held 1,010 shares of Canadian Pacific Kansas City worth $86K as of Q3 2026.
CX Institutional left its Canadian Pacific Kansas City share count unchanged in Q3 2026.
Canadian Pacific Kansas City made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #906 holding.
CX Institutional first reported a position in Canadian Pacific Kansas City in Q2 2019 and has held it in 18 quarters since.
CX Institutional's Canadian Pacific Kansas City position peaked at $88K in Q2 2026.
189 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.