EP Wealth Advisors, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1540569
TORRANCE, CA
Position in CP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$867,279
+$211,176 QoQ
Shares Held
10,009
+20.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#481
of 965 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in CP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $92,319,082 across 6 Railroads names. CP ranks #4 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
293,323 | $79,783,856 | |
| 2 | CSX |
Csx Corp
|
144,398 | $6,863,236 | |
| 3 | NSC |
Norfolk Southern Corp
|
12,251 | $3,854,042 | |
| 4 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
10,009 | $867,279 | |
| 5 | WAB |
Westinghouse Air Brake Technologies Corp
|
2,275 | $613,340 | |
| 6 | CNI |
Canadian National Railway Co
|
2,829 | $337,329 |
All Filings in CP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $867,279 | 10,009 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $656,103 | 8,341 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $637,267 | 8,655 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $354,019 | 4,466 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $221,463 | 2,589 | Shares | Sole | 2024-11-15 | |
| 2024-03-31 | $269,447 | 3,056 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $216,070 | 2,733 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $220,179 | 2,959 | Shares | Sole | 2023-11-24 | |
| No filing history on record for this holder in this stock. | ||||||