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STERLING INVESTMENT MANAGEMENT, LLC → CP
STERLING INVESTMENT MANAGEMENT, LLC CP Position History
Canadian Pacific Kansas City Limited • Industrials
Quarters held
5
Latest value
$3.9M
Q3 2026
Peak value
$4.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.9M |
| Q4 2025 | $3.8M |
| Q1 2026 | $4M |
| Q2 2026 | $4.3M |
| Q3 2026 | $3.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.9M | 46.1K | — | — |
| Q2 2026 | $4.3M | 49.2K | — | — |
| Q1 2026 | $4M | 50.3K | — | — |
| Q4 2025 | $3.8M | 51.0K | — | — |
| Q3 2025 | $3.9M | 52.3K | — | — |
Other funds holding CP
Other STERLING INVESTMENT MANAGEMENT, LLC positions
VGES
$15.4MVANGUARD MORTGAGE-BACKED SECURITIES ETF
VGES
$15.3MVANGUARD MORTGAGE-BACKED SECURITIES ETF
VGES
$15.2MVANGUARD MORTGAGE-BACKED SECURITIES ETF
BRK-A
$15.1MBERKSHIRE HATHAWAY INC DEL CL B NEW
BRK-A
$15MBERKSHIRE HATHAWAY INC DEL CL B NEW
VGES
$15MVANGUARD MORTGAGE-BACKED SECURITIES ETF
GLD
$14.2MSPDR GOLD SHARES
VGES
$13.8MVANGUARD MORTGAGE-BACKED SECURITIES ETF