Key Financial Inc’s Canadian Pacific Kansas City CP Stock Holding History

Key Financial Inc’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	$399K	Hold	4,679	–	–	0.07%	208
2026 Q2	$406K	Hold	4,679	–	–	0.07%	212
2026 Q1	$367K	Hold	4,679	–	–	0.07%	216
2025 Q4	$345K	Hold	4,679	–	–	0.06%	218
2025 Q3	$350K	Hold	4,679	–	–	0.06%	213
2025 Q2	$371K	Buy	+4,679	New	+$360K	0.07%	201
2023 Q2	–	Sell	-9,891	Closed	-$761K	–	1383
2023 Q1	$761K	Hold	9,891	–	–	0.28%	72
2022 Q4	$660K	Hold	9,891	–	–	0.31%	58
2022 Q3	$660K	Hold	9,891	–	–	0.31%	58
2022 Q2	$707K	Hold	9,891	–	–	0.38%	47
2022 Q1	$816K	Sell	9,891 -351	-3%	-$26.4K	0.41%	46
2021 Q4	$737K	Buy	10,242 +867	+9%	+$63.3K	0.37%	54
2021 Q3	$610K	Hold	9,375	–	–	0.35%	59
2021 Q2	$697K	Hold	9,375	–	–	0.39%	51
2021 Q1	$711K	Hold	9,375	–	–	0.47%	42
2020 Q4	$650K	Hold	9,375	–	–	0.48%	41
2020 Q3	$571K	Hold	9,375	–	–	0.59%	40
2020 Q2	$470K	Hold	9,375	–	–	0.54%	50
2020 Q1	$407K	Sell	9,375 -9,375	-50%	-$461K	0.42%	49
2019 Q4	$956K	Buy	+18,750	New	+$879K	0.9%	24

Other funds holding CP

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

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

Key Financial Inc's CP Position: Q3 2026 in Review

Key Financial Inc held its Canadian Pacific Kansas City (CP) position steady in Q3 2026 at 4,679 shares worth $399K. The position accounts for 0.07% of the portfolio, ranked #208.

Key Financial Inc first reported a position in CP in Q4 2019 and has held it in 20 quarters since. The position peaked at $956K in Q4 2019. 607 funds tracked by Wall St. Rank hold CP as of Q3 2026.

Key Financial Inc held 4,679 shares of Canadian Pacific Kansas City worth $399K as of Q3 2026.
Key Financial Inc left its Canadian Pacific Kansas City share count unchanged in Q3 2026.
Canadian Pacific Kansas City made up 0.07% of Key Financial Inc's portfolio in Q3 2026, its #208 holding.
Key Financial Inc first reported a position in Canadian Pacific Kansas City in Q4 2019 and has held it in 20 quarters since.
Key Financial Inc's Canadian Pacific Kansas City position peaked at $956K in Q4 2019.
607 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.