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Toth Financial Advisory’s Canadian Pacific Kansas City CP Stock Holding History

Toth Financial Advisory’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 		$25.7K Hold
302
– – ﹤0.01% 473
2026
Q2 		$26.2K Hold
302
– – ﹤0.01% 469
2026
Q1 		$23.8K Hold
302
– – ﹤0.01% 467
2025
Q4 		$22.2K Hold
302
– – ﹤0.01% 471
2025
Q3 		$22.5K Hold
302
– – ﹤0.01% 457
2025
Q2 		$23.9K Hold
302
– – ﹤0.01% 412
2025
Q1 		$21.2K Hold
302
– – ﹤0.01% 398
2024
Q4 		$21.9K Hold
302
– – ﹤0.01% 387
2024
Q3 		$25.8K Hold
302
– – ﹤0.01% 353
2024
Q2 		$23.8K Hold
302
– – ﹤0.01% 374
2024
Q1 		$26.6K Hold
302
– – ﹤0.01% 364
2023
Q4 		$23.9K Sell
302
-43
-12% -$3.15K ﹤0.01% 367
2023
Q3 		$25.7K Buy
345
+43
+14% +$3.41K ﹤0.01% 339
2023
Q2 		$24.4K Hold
302
– – ﹤0.01% 361
2023
Q1 		$23.2K Hold
302
– – ﹤0.01% 365
2022
Q4 		$22.5K Hold
302
– – ﹤0.01% 368
2022
Q3 		$20K Hold
302
– – ﹤0.01% 374
2022
Q2 		$21K Hold
302
– – ﹤0.01% 364
2022
Q1 		$25K Hold
302
– – ﹤0.01% 360
2021
Q4 		$22K Buy
+302
New +$22.1K ﹤0.01% 387

Other funds holding CP

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Toth Financial Advisory's CP Position: Q3 2026 in Review

Toth Financial Advisory held its Canadian Pacific Kansas City (CP) position steady in Q3 2026 at 302 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Toth Financial Advisory first reported a position in CP in Q4 2021 and has held it in 20 quarters since. The position peaked at $26.6K in Q1 2024. 27 funds tracked by Wall St. Rank hold CP as of Q3 2026.

  • Toth Financial Advisory held 302 shares of Canadian Pacific Kansas City worth $25.7K as of Q3 2026.
  • Toth Financial Advisory left its Canadian Pacific Kansas City share count unchanged in Q3 2026.
  • Canadian Pacific Kansas City made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #473 holding.
  • Toth Financial Advisory first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 20 quarters since.
  • Toth Financial Advisory's Canadian Pacific Kansas City position peaked at $26.6K in Q1 2024.
  • 27 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.