Skip to main content

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, 2026

Pinnacle 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
2 CP
Canadian Pacific Kansas City Ltd/Cn
This page
6,846 $593,205

All Filings in CP

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $593,205 6,846
2026-03-31 $679,701 8,641
2025-12-31 $690,207 9,374
2025-09-30 $671,899 9,020
2025-06-30 $794,443 10,022
2025-03-31 $776,873 11,065
2024-12-31 $762,996 10,543
2024-09-30 $1,047,009 12,240
2024-06-30 $947,436 12,034
2024-03-31 $1,142,595 12,959
2023-12-31 $973,940 12,319
2023-09-30 $903,114 12,137
2023-06-30 $779,834 9,655
2023-03-31 $793,943 10,319