Legacy Financial Strategies, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1723925
OVERLAND PARK, KS
Position in CP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$883,136
+$81,434 QoQ
Shares Held
10,192
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#477
of 962 holders
Holding Since
Jun 2023
13 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, 2026Legacy Financial Strategies, LLC holds $1,113,799 across 2 Railroads names. CP ranks #1 (79.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
10,192 | $883,136 | |
| 2 | CSX |
Csx Corp
|
4,853 | $230,663 |
All Filings in CP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $883,136 | 10,192 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $801,702 | 10,192 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $750,436 | 10,192 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $759,202 | 10,192 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $807,919 | 10,192 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $717,967 | 10,226 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $740,127 | 10,227 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $874,732 | 10,226 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $805,092 | 10,226 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $901,626 | 10,226 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $808,467 | 10,226 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $782,569 | 10,517 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $849,458 | 10,517 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||