Crestwood Advisors Group, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1426853
BOSTON, MA
Position in CP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$270,694
+$39,119 QoQ
Shares Held
3,124
+6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#700
of 965 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $10,514,944 across 6 Railroads names. CP ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
25,805 | $7,018,960 | |
| 2 | NSC |
Norfolk Southern Corp
|
5,091 | $1,601,577 | |
| 3 | CNI |
Canadian National Railway Co
|
5,120 | $610,508 | |
| 4 | WAB |
Westinghouse Air Brake Technologies Corp
|
1,961 | $528,685 | |
| 5 | CSX |
Csx Corp
|
10,194 | $484,520 | |
| 6 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
3,124 | $270,694 |
All Filings in CP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,694 | 3,124 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $231,575 | 2,944 | Shares | Sole | 2026-05-05 | |
| 2025-06-30 | $203,406 | 2,566 | Shares | Sole | 2025-08-05 | |
| 2024-09-30 | $227,450 | 2,659 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||