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
Q4 		– Sell
-39,105
Closed -$2.91M – 622
2025
Q3 		$2.91M Buy
39,105
+24,517
+168% +$1.87M 0.01% 562
2025
Q2 		$1.16M Sell
14,588
-382
-3% -$29.4K ﹤0.01% 767
2025
Q1 		$1.05M Buy
14,970
+91
+0.6% +$6.92K 0.01% 728
2024
Q4 		$1.08M Buy
14,879
+4,447
+43% +$343K 0.01% 704
2024
Q3 		$588K Buy
10,432
+4,458
+75% +$367K ﹤0.01% 728
2024
Q2 		$470K Buy
5,974
+816
+16% +$66.4K ﹤0.01% 658
2024
Q1 		$455K Buy
+5,158
New +$433K 0.01% 519

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Vanguard Group
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kovitz Investment Group Partners's CP Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Canadian Pacific Kansas City (CP) in Q4 2025, closing a stake of 39,105 shares — an estimated $2.91M sold.

Kovitz Investment Group Partners first reported a position in CP in Q1 2024 and held it in 7 quarters. The position peaked at $2.91M in Q3 2025. 966 funds tracked by Wall St. Rank hold CP as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Canadian Pacific Kansas City position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 39,105 Canadian Pacific Kansas City shares in Q4 2025, an estimated $2.91M.
  • Kovitz Investment Group Partners first reported a position in Canadian Pacific Kansas City in Q1 2024 and held it in 7 quarters.
  • Kovitz Investment Group Partners's Canadian Pacific Kansas City position peaked at $2.91M in Q3 2025.
  • 966 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.