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 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Key Financial Inc's CP Position: Q1 2026 in Review

Key Financial Inc held its Canadian Pacific Kansas City (CP) position steady in Q1 2026 at 4,679 shares worth $367K. The position accounts for 0.07% of the portfolio, ranked #216.

Key Financial Inc first reported a position in CP in Q4 2019 and has held it in 18 quarters since. The position peaked at $956K in Q4 2019. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Key Financial Inc held 4,679 shares of Canadian Pacific Kansas City worth $367K as of Q1 2026.
Key Financial Inc left its Canadian Pacific Kansas City share count unchanged in Q1 2026.
Canadian Pacific Kansas City made up 0.07% of Key Financial Inc's portfolio in Q1 2026, its #216 holding.
Key Financial Inc first reported a position in Canadian Pacific Kansas City in Q4 2019 and has held it in 18 quarters since.
Key Financial Inc's Canadian Pacific Kansas City position peaked at $956K in Q4 2019.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.