Pathway Financial Advisers’s Canadian Pacific Kansas City CP Stock Holding History

Pathway Financial Advisers’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	-1,210	Closed	-$90.1K	–	196
2025 Q3	$90.1K	Buy	+1,210	New	+$92.4K	0.03%	193
2025 Q1	–	Sell	-1,208	Closed	-$87.4K	–	204
2024 Q4	$87.4K	Sell	1,208 -101,987	-99%	-$7.86M	0.03%	195
2024 Q3	$1.21K	Buy	103,195 +101,989	+8,457%	+$8.39M	﹤0.01%	370
2024 Q2	$94.9K	Buy	1,206 +1	+0.1%	+$81	0.03%	184
2024 Q1	$106K	Buy	1,205 +1	+0.1%	+$84	0.04%	184
2023 Q4	$95.2K	Hold	1,204	–	–	0.04%	190
2023 Q3	$89.6K	Buy	+1,204	New	+$95.5K	0.04%	193
2023 Q1	$92.6K	Sell	1,203 -99	-8%	-$7.64K	0.04%	195
2022 Q4	$97.1K	Buy	+1,302	New	+$97.9K	0.04%	199

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 $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pathway Financial Advisers's CP Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Canadian Pacific Kansas City (CP) in Q4 2025, closing a stake of 1,210 shares — an estimated $90.1K sold.

Pathway Financial Advisers first reported a position in CP in Q4 2022 and held it in 9 quarters. The position peaked at $106K in Q1 2024. 962 funds tracked by Wall St. Rank hold CP as of Q4 2025.

Pathway Financial Advisers reported no remaining Canadian Pacific Kansas City position as of Q4 2025 after selling out during the quarter.
Pathway Financial Advisers sold 1,210 Canadian Pacific Kansas City shares in Q4 2025, an estimated $90.1K.
Pathway Financial Advisers first reported a position in Canadian Pacific Kansas City in Q4 2022 and held it in 9 quarters.
Pathway Financial Advisers's Canadian Pacific Kansas City position peaked at $106K in Q1 2024.
962 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.