BOLTON SECURITIES CORPORATION’s Canadian Pacific Kansas City CP Stock Holding History

BOLTON SECURITIES CORPORATION’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	$124K	Sell	1,452 -80	-5%	-$7.26K	﹤0.01%	1066
2026 Q2	$133K	Buy	1,532 +392	+34%	+$33.6K	﹤0.01%	1032
2026 Q1	$89.4K	Buy	+1,140	New	+$90.1K	﹤0.01%	1065
2025 Q3	$131K	Buy	+1,765	New	+$135K	0.01%	870
2025 Q1	$124K	Buy	+1,765	New	+$134K	0.01%	805

Other funds holding CP

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CP Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Canadian Pacific Kansas City (CP) stake by 5.2% in Q3 2026, selling an estimated $7.26K and leaving 1,452 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

BOLTON SECURITIES CORPORATION first reported a position in CP in Q1 2025 and has held it in 5 quarters since. The position peaked at $133K in Q2 2026. 685 funds tracked by Wall St. Rank hold CP as of Q3 2026.

BOLTON SECURITIES CORPORATION held 1,452 shares of Canadian Pacific Kansas City worth $124K as of Q3 2026.
BOLTON SECURITIES CORPORATION sold 80 Canadian Pacific Kansas City shares in Q3 2026, an estimated $7.26K.
Canadian Pacific Kansas City made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1066 holding.
BOLTON SECURITIES CORPORATION first reported a position in Canadian Pacific Kansas City in Q1 2025 and has held it in 5 quarters since.
BOLTON SECURITIES CORPORATION's Canadian Pacific Kansas City position peaked at $133K in Q2 2026.
685 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.