Pinnacle Wealth Planning Services, Inc.
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1726752
MANSFIELD, OH
Position in CP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$593,205
-$86,496 QoQ
Shares Held
6,846
-20.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#540
of 962 holders
Holding Since
Mar 2023
14 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, 2026Pinnacle Wealth Planning Services, Inc. holds $2,481,390 across 8 Railroads names. CP ranks #2 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
|
16,472 | $782,914 | |
| 2 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
6,846 | $593,205 | |
| 3 | UNP |
Union Pacific Corp
|
1,595 | $433,840 | |
| 4 | WAB |
Westinghouse Air Brake Technologies Corp
|
1,185 | $319,476 | |
| 5 | NSC |
Norfolk Southern Corp
|
515 | $162,013 | |
| 6 | TRN |
Trinity Industries Inc
|
4,000 | $138,320 | |
| 7 | GBX |
Greenbrier Companies Inc
|
810 | $39,698 | |
| 8 | CNI |
Canadian National Railway Co
|
100 | $11,924 |
All Filings in CP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,205 | 6,846 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $679,701 | 8,641 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $690,207 | 9,374 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $671,899 | 9,020 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $794,443 | 10,022 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $776,873 | 11,065 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $762,996 | 10,543 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $1,047,009 | 12,240 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $947,436 | 12,034 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,142,595 | 12,959 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $973,940 | 12,319 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $903,114 | 12,137 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $779,834 | 9,655 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $793,943 | 10,319 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||