TruNorth Capital Management’s Canadian Pacific Kansas City CP Stock Holding History

TruNorth Capital Management’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	-288	Closed	-$21.5K	–	176
2025 Q3	$21.5K	Hold	288	–	–	﹤0.01%	283
2025 Q2	$22.8K	Hold	288	–	–	0.01%	233
2025 Q1	$20.2K	Hold	288	–	–	0.01%	302
2024 Q4	$20.8K	Hold	288	–	–	0.01%	230
2024 Q3	$24.6K	Buy	288 +43	+18%	+$3.54K	0.01%	211
2024 Q2	$19.3K	Buy	+245	New	+$19.9K	0.01%	203

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 $115B AUM 41.58% 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

TruNorth Capital Management's CP Position: Q4 2025 in Review

TruNorth Capital Management sold out of Canadian Pacific Kansas City (CP) in Q4 2025, closing a stake of 288 shares — an estimated $21.5K sold.

TruNorth Capital Management first reported a position in CP in Q2 2024 and held it in 6 quarters. The position peaked at $24.6K in Q3 2024. 963 funds tracked by Wall St. Rank hold CP as of Q4 2025.

TruNorth Capital Management reported no remaining Canadian Pacific Kansas City position as of Q4 2025 after selling out during the quarter.
TruNorth Capital Management sold 288 Canadian Pacific Kansas City shares in Q4 2025, an estimated $21.5K.
TruNorth Capital Management first reported a position in Canadian Pacific Kansas City in Q2 2024 and held it in 6 quarters.
TruNorth Capital Management's Canadian Pacific Kansas City position peaked at $24.6K in Q3 2024.
963 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.