Ridgewood Investments’s Canadian Pacific Kansas City CP Stock Holding History

Ridgewood Investments’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	-555	Closed	-$44K	–	290
2025 Q2	$44K	Sell	555 -500	-47%	-$38.5K	0.02%	348
2025 Q1	$74.1K	Hold	1,055	–	–	0.03%	270
2024 Q4	$76.3K	Hold	1,055	–	–	0.04%	263
2024 Q3	$90.2K	Hold	1,055	–	–	0.05%	245
2024 Q2	$83.1K	Buy	+1,055	New	+$85.9K	0.04%	259
2023 Q3	–	Sell	-705	Closed	-$56.9K	–	286
2023 Q2	$56.9K	Hold	705	–	–	0.03%	311
2023 Q1	$54.2K	Buy	+705	New	+$54.4K	0.03%	325

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

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

Ridgewood Investments's CP Position: Q3 2025 in Review

Ridgewood Investments sold out of Canadian Pacific Kansas City (CP) in Q3 2025, closing a stake of 555 shares — an estimated $44K sold.

Ridgewood Investments first reported a position in CP in Q1 2023 and held it in 7 quarters. The position peaked at $90.2K in Q3 2024. 949 funds tracked by Wall St. Rank hold CP as of Q3 2025.

Ridgewood Investments reported no remaining Canadian Pacific Kansas City position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 555 Canadian Pacific Kansas City shares in Q3 2025, an estimated $44K.
Ridgewood Investments first reported a position in Canadian Pacific Kansas City in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's Canadian Pacific Kansas City position peaked at $90.2K in Q3 2024.
949 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.