Midwest Trust’s Canadian Pacific Kansas City CP Stock Holding History

Midwest Trust’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 Q3	$16M	Buy	188,213 +5,605	+3%	+$508K	0.18%	116
2026 Q2	$15.8M	Sell	182,608 -1,783	-1%	-$153K	0.18%	125
2026 Q1	$14.5M	Buy	184,391 +4,833	+3%	+$382K	0.18%	122
2025 Q4	$13.2M	Buy	179,558 +368	+0.2%	+$27.1K	0.17%	127
2025 Q3	$13.3M	Sell	179,190 -225	-0.1%	-$17.2K	0.17%	130
2025 Q2	$14.2M	Buy	+179,415	New	+$13.8M	0.2%	120

Other funds holding CP

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Midwest Trust's CP Position: Q3 2026 in Review

Midwest Trust increased its Canadian Pacific Kansas City (CP) stake by 3.1% in Q3 2026, buying an estimated $508K and bringing the position to 188,213 shares worth $16M. The position accounts for 0.18% of the portfolio, ranked #116.

Midwest Trust first reported a position in CP in Q2 2025 and has held it in 6 quarters since. 221 funds tracked by Wall St. Rank hold CP as of Q3 2026.

Midwest Trust held 188,213 shares of Canadian Pacific Kansas City worth $16M as of Q3 2026.
Midwest Trust bought 5,605 Canadian Pacific Kansas City shares in Q3 2026, an estimated $508K.
Canadian Pacific Kansas City made up 0.18% of Midwest Trust's portfolio in Q3 2026, its #116 holding.
Midwest Trust first reported a position in Canadian Pacific Kansas City in Q2 2025 and has held it in 6 quarters since.
221 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.