Morningstar Investment Management LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1673385
CHICAGO, IL
Position in CP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$271,647
+$25,048 QoQ
Shares Held
3,135
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#696
of 962 holders
Holding Since
Sep 2025
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, 2026Morningstar Investment Management LLC holds $12,041,563 across 4 Railroads names. CP ranks #4 (2.3% of the industry book) .
All Filings in CP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,647 | 3,135 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $246,599 | 3,135 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $258,514 | 3,511 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $263,024 | 3,531 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||