Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Canadian Pacific Kansas City CP Stock Holding History

Kovitz Investment Group Partners’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
Q3 		$2.91M Buy
2025
Q2 		$1.16M Sell
2025
Q1 		$1.05M Buy
2024
Q4 		$1.08M Buy
2024
Q3 		$588K Buy
2024
Q2 		$470K Buy
2024
Q1 		$455K Buy