West Family Investments’s Canadian Pacific Kansas City CP Stock Holding History

West Family 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 Q4	–	Sell	-4,362	Closed	-$325K	–	364
2025 Q3	$325K	Buy	4,362 +48	+1%	+$3.67K	0.07%	272
2025 Q2	$342K	Buy	4,314 +1,458	+51%	+$112K	0.09%	231
2025 Q1	$201K	Buy	+2,856	New	+$217K	0.08%	251
2024 Q4	–	Sell	-2,858	Closed	-$244K	–	292
2024 Q3	$244K	Buy	+2,858	New	+$235K	0.08%	240
2024 Q2	–	Sell	-2,375	Closed	-$209K	–	256
2024 Q1	$209K	Buy	+2,375	New	+$199K	0.07%	239
2023 Q1	–	Sell	-2,763	Closed	-$206K	–	228
2022 Q4	$206K	Buy	+2,763	New	+$208K	0.07%	211
2022 Q2	–	Sell	-3,443	Closed	-$284K	–	254
2022 Q1	$284K	Buy	+3,443	New	+$259K	0.08%	199
2021 Q3	–	Sell	-3,800	Closed	-$292K	–	352
2021 Q2	$292K	Buy	+3,800	New	+$295K	0.08%	238

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

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

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

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

West Family Investments's CP Position: Q4 2025 in Review

West Family Investments sold out of Canadian Pacific Kansas City (CP) in Q4 2025, closing a stake of 4,362 shares — an estimated $325K sold.

West Family Investments first reported a position in CP in Q2 2021 and held it in 8 quarters. The position peaked at $342K in Q2 2025. 966 funds tracked by Wall St. Rank hold CP as of Q4 2025.

West Family Investments reported no remaining Canadian Pacific Kansas City position as of Q4 2025 after selling out during the quarter.
West Family Investments sold 4,362 Canadian Pacific Kansas City shares in Q4 2025, an estimated $325K.
West Family Investments first reported a position in Canadian Pacific Kansas City in Q2 2021 and held it in 8 quarters.
West Family Investments's Canadian Pacific Kansas City position peaked at $342K in Q2 2025.
966 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2025.

Based on West Family Investments's 13F filing for Q4 2025, filed 11 Feb 2026.