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 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Toth Financial Advisory's CP Position: Q2 2026 in Review

Toth Financial Advisory held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 302 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Toth Financial Advisory first reported a position in CP in Q4 2021 and has held it in 19 quarters since. The position peaked at $26.6K in Q1 2024. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Toth Financial Advisory held 302 shares of Canadian Pacific Kansas City worth $26.2K as of Q2 2026.
Toth Financial Advisory left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
Canadian Pacific Kansas City made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #469 holding.
Toth Financial Advisory first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 19 quarters since.
Toth Financial Advisory's Canadian Pacific Kansas City position peaked at $26.6K in Q1 2024.
976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.