Sunbelt Securities’s Canadian Pacific Kansas City CP Stock Holding History

Sunbelt Securities’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 Q1	$48.7K	Hold	619	–	–	﹤0.01%	1027
2025 Q4	$45.6K	Sell	619 -43	-6%	-$3.17K	﹤0.01%	1019
2025 Q3	$49.3K	Buy	662 +410	+163%	+$31.3K	﹤0.01%	1005
2025 Q2	$18.2K	Sell	252 -155	-38%	-$11.9K	﹤0.01%	1188
2025 Q1	$28.6K	Buy	407 +155	+62%	+$11.8K	﹤0.01%	1040
2024 Q4	$18.1K	Sell	252 -2,100	-89%	-$162K	﹤0.01%	1189
2024 Q3	$201K	Buy	2,352 +39	+2%	+$3.21K	0.02%	586
2024 Q2	$182K	Hold	2,313	–	–	0.02%	577
2024 Q1	$204K	Buy	2,313 +65	+3%	+$5.46K	0.02%	528
2023 Q4	$178K	Buy	2,248 +2,060	+1,096%	+$151K	0.02%	524
2023 Q3	$14K	Hold	188	–	–	﹤0.01%	1082
2023 Q2	$15.2K	Buy	188 +40	+27%	+$3.16K	﹤0.01%	1083
2023 Q1	$11.2K	Buy	+148	New	+$11.4K	﹤0.01%	1099

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Sunbelt Securities's CP Position: Q1 2026 in Review

Sunbelt Securities held its Canadian Pacific Kansas City (CP) position steady in Q1 2026 at 619 shares worth $48.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Sunbelt Securities first reported a position in CP in Q1 2023 and has held it in 13 quarters since. The position peaked at $204K in Q1 2024. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Sunbelt Securities held 619 shares of Canadian Pacific Kansas City worth $48.7K as of Q1 2026.
Sunbelt Securities left its Canadian Pacific Kansas City share count unchanged in Q1 2026.
Canadian Pacific Kansas City made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1027 holding.
Sunbelt Securities first reported a position in Canadian Pacific Kansas City in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Canadian Pacific Kansas City position peaked at $204K in Q1 2024.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.