MISSION WEALTH MANAGEMENT, LP
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1645382
Santa Barbara, CA
Position in CP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$246,692
+$28,096 QoQ
Shares Held
2,847
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#720
of 962 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $10,251,397 across 6 Railroads names. CP ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
18,842 | $5,125,024 | |
| 2 | CSX |
Csx Corp
|
45,713 | $2,172,738 | |
| 3 | NSC |
Norfolk Southern Corp
|
6,140 | $1,931,582 | |
| 4 | WAB |
Westinghouse Air Brake Technologies Corp
|
1,573 | $424,080 | |
| 5 | CNI |
Canadian National Railway Co
|
2,946 | $351,281 | |
| 6 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
2,847 | $246,692 |
All Filings in CP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,692 | 2,847 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $218,596 | 2,779 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $204,838 | 2,782 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $211,402 | 2,838 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $225,047 | 2,839 | Shares | Sole | 2025-08-05 | |
| 2024-12-31 | $205,096 | 2,834 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $251,230 | 2,937 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $231,544 | 2,941 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $253,047 | 2,870 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||