Loring Wolcott & Coolidge Fiduciary Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q2	$194K	Hold	2,237	–	–	﹤0.01%	325
2026 Q1	$180K	Hold	2,237	–	–	﹤0.01%	320
2025 Q4	$163K	Buy	2,237 +667	+42%	+$49.1K	﹤0.01%	333
2025 Q3	$119K	Sell	1,570 -220	-12%	-$16.8K	﹤0.01%	367
2025 Q2	$142K	Sell	1,790 -935	-34%	-$71.9K	﹤0.01%	317
2025 Q1	$199K	Hold	2,725	–	–	﹤0.01%	270
2024 Q4	$220K	Hold	2,725	–	–	﹤0.01%	274
2024 Q3	$214K	Sell	2,725 -1,228	-31%	-$101K	﹤0.01%	275
2024 Q2	$333K	Hold	3,953	–	–	﹤0.01%	228
2024 Q1	$342K	Hold	3,953	–	–	﹤0.01%	225
2023 Q4	$318K	Sell	3,953 -1,900	-32%	-$139K	﹤0.01%	233
2023 Q3	$430K	Hold	5,853	–	–	﹤0.01%	209
2023 Q2	$473K	Buy	5,853 +1,900	+48%	+$150K	0.01%	215
2023 Q1	$304K	Sell	3,953 -125	-3%	-$9.65K	﹤0.01%	237
2022 Q4	$304K	Sell	4,078 -130	-3%	-$9.78K	﹤0.01%	241
2022 Q3	$281K	Hold	4,208	–	–	﹤0.01%	254
2022 Q2	$294K	Sell	4,208 -452	-10%	-$32.7K	﹤0.01%	249
2022 Q1	$385K	Sell	4,660 -7,685	-62%	-$578K	﹤0.01%	233
2021 Q4	$888K	Buy	12,345 +9,477	+330%	+$692K	0.01%	187
2021 Q3	$187K	Hold	2,868	–	–	﹤0.01%	316
2021 Q2	$221K	Buy	2,868 +18	+0.6%	+$1.4K	﹤0.01%	303
2021 Q1	$216K	Hold	2,850	–	–	﹤0.01%	286
2020 Q4	$198K	Hold	2,850	–	–	﹤0.01%	277
2020 Q3	$174K	Hold	2,850	–	–	﹤0.01%	272
2020 Q2	$146K	Hold	2,850	–	–	﹤0.01%	275
2020 Q1	$125K	Hold	2,850	–	–	﹤0.01%	277
2019 Q4	$145K	Hold	2,850	–	–	﹤0.01%	302
2019 Q3	$127K	Hold	2,850	–	–	﹤0.01%	303
2019 Q2	$134K	Sell	2,850 -525	-16%	-$23.4K	﹤0.01%	303
2019 Q1	$139K	Hold	3,375	–	–	﹤0.01%	291
2018 Q4	$120K	Hold	3,375	–	–	﹤0.01%	302
2018 Q3	$143K	Sell	3,375 -40	-1%	-$1.6K	﹤0.01%	305
2018 Q2	$125K	Sell	3,415 -520	-13%	-$19.1K	﹤0.01%	331
2018 Q1	$139K	Hold	3,935	–	–	﹤0.01%	320
2017 Q4	$144K	Hold	3,935	–	–	﹤0.01%	317
2017 Q3	$132K	Hold	3,935	–	–	﹤0.01%	324
2017 Q2	$123K	Buy	3,935 +5	+0.1%	+$155	﹤0.01%	333
2017 Q1	$116K	Sell	3,930 -90	-2%	-$2.67K	﹤0.01%	330
2016 Q4	$115K	Hold	4,020	–	–	﹤0.01%	318
2016 Q3	$123K	Sell	4,020 -35	-0.9%	-$1.03K	﹤0.01%	315
2016 Q2	$104K	Buy	4,055 +5	+0.1%	+$135	﹤0.01%	321
2016 Q1	$108K	Hold	4,050	–	–	﹤0.01%	310
2015 Q4	$103K	Hold	4,050	–	–	﹤0.01%	342
2015 Q3	$130K	Hold	4,050	–	–	﹤0.01%	325
2015 Q2	$130K	Hold	4,050	–	–	﹤0.01%	325
2015 Q1	$148K	Hold	4,050	–	–	﹤0.01%	320
2014 Q4	$156K	Buy	4,050 +5	+0.1%	+$198	﹤0.01%	309
2014 Q3	$168K	Buy	4,045 +505	+14%	+$19.8K	﹤0.01%	288
2014 Q2	$128K	Hold	3,540	–	–	﹤0.01%	324
2014 Q1	$107K	Sell	3,540 -2,500	-41%	-$75.9K	﹤0.01%	336
2013 Q4	$183K	Buy	6,040 +165	+3%	+$4.75K	0.01%	266
2013 Q3	$145K	Hold	5,875	–	–	﹤0.01%	270
2013 Q2	$143K	Buy	+5,875	New	+$148K	﹤0.01%	285

Other funds holding CP

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CP Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 2,237 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CP in Q2 2013 and has held it in 53 quarters since. The position peaked at $888K in Q4 2021. 352 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 2,237 shares of Canadian Pacific Kansas City worth $194K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
Canadian Pacific Kansas City made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #325 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Canadian Pacific Kansas City in Q2 2013 and has held it in 53 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Canadian Pacific Kansas City position peaked at $888K in Q4 2021.
352 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.