Creative Planning

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 1540235 OVERLAND PARK, KS

Position in CP

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$15,405,561

+$1,857,789 QoQ

Shares Held

195,850

+6.4% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0.14858309931069696.ToString("F0")% Shared 0.ToString("F0")% None 99.8514169006893.ToString("F0")%

Industrials · as of Mar 31, 2026

Creative Planning holds $191,545,388 across 8 Railroads names. CP ranks #4 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	410,654	$99,632,873
2	CSX	Csx Corp	831,813	$34,145,923
3	NSC	Norfolk Southern Corp	81,210	$23,307,270
4	CP	Canadian Pacific Kansas City Ltd/Cn This page	195,850	$15,405,561
5	WAB	Westinghouse Air Brake Technologies Corp	37,501	$9,371,874
6	CNI	Canadian National Railway Co	70,398	$7,234,802
7	GBX	Greenbrier Companies Inc	33,379	$1,757,404
8	TRN	Trinity Industries Inc	21,432	$689,681

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$15,405,561	195,850	+6.4%	Shares	Sole	2026-05-12
2025-12-31	$13,547,772	183,998	-11.4%	Shares	Sole	2026-02-17
2025-09-30	$15,470,381	207,684	+4.2%	Shares	Defined	2025-11-14
2025-06-30	$15,806,358	199,399	+2.5%	Shares	Defined	2025-08-08
2025-03-31	$13,655,985	194,502	+34.6%	Shares	Sole	2025-05-15
2024-12-31	$10,458,478	144,514	+1.0%	Shares	Defined	2025-02-14
2024-09-30	$12,237,180	143,058	+9.6%	Shares	Defined	2024-10-11
2024-06-30	$10,274,260	130,500	-39.3%	Shares	Defined	2024-08-15
2024-03-31	$18,966,160	215,109	+3.6%	Shares	Defined	2024-05-13
2023-12-31	$16,422,421	207,721	-0.3%	Shares	Defined	2024-02-14
2023-09-30	$15,508,457	208,419	+4.1%	Shares	Defined	2023-11-16
2023-06-30	$16,176,211	200,275	—	Shares	Defined	2023-07-21
No filing history on record for this holder in this stock.