Mar Vista Investment Partners’s Canadian Pacific Kansas City CP Stock Holding History

Mar Vista Investment 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	–	Sell	-77,288	Closed	-$6.13M	–	38
2025 Q2	$6.13M	Buy	77,288 +3,003	+4%	+$231K	0.47%	34
2025 Q1	$5.22M	Sell	74,285 -114	-0.2%	-$8.67K	0.43%	33
2024 Q4	$5.38M	Buy	74,399 +4,029	+6%	+$310K	0.37%	32
2024 Q3	$6.02M	Sell	70,370 -1,236	-2%	-$102K	0.38%	34
2024 Q2	$5.64M	Buy	71,606 +24	+0%	+$1.95K	0.28%	37
2024 Q1	$6.31M	Buy	71,582 +7,144	+11%	+$600K	0.28%	36
2023 Q4	$5.09M	Hold	64,438	–	–	0.23%	38
2023 Q3	$4.79M	Hold	64,438	–	–	0.23%	37
2023 Q2	$5.21M	Buy	64,438 +16	+0%	+$1.26K	0.22%	37
2023 Q1	$4.96M	Buy	64,422 +1,975	+3%	+$152K	0.22%	35
2022 Q4	$4.66M	Buy	62,447 +3,923	+7%	+$295K	0.21%	36
2022 Q3	$3.9M	Sell	58,524 -1,375	-2%	-$104K	0.17%	36
2022 Q2	$4.18M	Sell	59,899 -26,589	-31%	-$1.93M	0.17%	38
2022 Q1	$7.14M	Buy	86,488 +8,756	+11%	+$659K	0.22%	36
2021 Q4	$5.59M	Sell	77,732 -326	-0.4%	-$23.8K	0.15%	39
2021 Q3	$5.08M	Sell	78,058 -4,237	-5%	-$302K	0.13%	39
2021 Q2	$6.33M	Hold	82,295	–	–	0.16%	40
2021 Q1	$6.24M	Buy	82,295 +10	+0%	+$720	0.14%	39
2020 Q4	$5.71M	Hold	82,285	–	–	0.14%	39
2020 Q3	$5.01M	Buy	82,285 +920	+1%	+$52.5K	0.13%	38
2020 Q2	$4.16M	Buy	81,365 +79,685	+4,743%	+$3.78M	0.11%	37
2020 Q1	$74K	Buy	1,680 +190	+13%	+$9.35K	﹤0.01%	41
2019 Q4	$76K	Buy	1,490 +270	+22%	+$12.7K	﹤0.01%	41
2019 Q3	$54K	Hold	1,220	–	–	﹤0.01%	40
2019 Q2	$57K	Hold	1,220	–	–	﹤0.01%	40
2019 Q1	$50K	Hold	1,220	–	–	﹤0.01%	42
2018 Q4	$43K	Buy	1,220 +195	+19%	+$7.8K	﹤0.01%	43
2018 Q3	$43K	Hold	1,025	–	–	﹤0.01%	45
2018 Q2	$38K	Hold	1,025	–	–	﹤0.01%	45
2018 Q1	$36K	Hold	1,025	–	–	﹤0.01%	45
2017 Q4	$37K	Hold	1,025	–	–	﹤0.01%	46
2017 Q3	$34K	Hold	1,025	–	–	﹤0.01%	44
2017 Q2	$33K	Hold	1,025	–	–	﹤0.01%	44
2017 Q1	$30K	Hold	1,025	–	–	﹤0.01%	43
2016 Q4	$29K	Hold	1,025	–	–	﹤0.01%	43
2016 Q3	$31K	Hold	1,025	–	–	﹤0.01%	43
2016 Q2	$26K	Hold	1,025	–	–	﹤0.01%	47
2016 Q1	$27K	Hold	1,025	–	–	﹤0.01%	47
2015 Q4	$26K	Hold	1,025	–	–	﹤0.01%	46
2015 Q3	$29K	Buy	1,025 +475	+86%	+$14.3K	﹤0.01%	48
2015 Q2	$18K	Hold	550	–	–	﹤0.01%	50
2015 Q1	$20K	Hold	550	–	–	﹤0.01%	54
2014 Q4	$21K	Buy	+550	New	+$21.8K	﹤0.01%	55

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mar Vista Investment Partners's CP Position: Q3 2025 in Review

Mar Vista Investment Partners sold out of Canadian Pacific Kansas City (CP) in Q3 2025, closing a stake of 77,288 shares — an estimated $6.13M sold.

Mar Vista Investment Partners first reported a position in CP in Q4 2014 and held it in 43 quarters. The position peaked at $7.14M in Q1 2022. 950 funds tracked by Wall St. Rank hold CP as of Q3 2025.

Mar Vista Investment Partners reported no remaining Canadian Pacific Kansas City position as of Q3 2025 after selling out during the quarter.
Mar Vista Investment Partners sold 77,288 Canadian Pacific Kansas City shares in Q3 2025, an estimated $6.13M.
Mar Vista Investment Partners first reported a position in Canadian Pacific Kansas City in Q4 2014 and held it in 43 quarters.
Mar Vista Investment Partners's Canadian Pacific Kansas City position peaked at $7.14M in Q1 2022.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2025.

Based on Mar Vista Investment Partners's 13F filing for Q3 2025, filed 12 Nov 2025.