Blue Zone Wealth Advisors, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1803106
LOS ANGELES, CA
Position in CP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$6,269,734
+$216,061 QoQ
Shares Held
72,357
-6.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#251
of 965 holders
Holding Since
Mar 2024
10 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, 2026Blue Zone Wealth Advisors, LLC holds $6,269,734 across 1 Railroads name. CP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
72,357 | $6,269,734 |
All Filings in CP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,269,734 | 72,357 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $6,053,673 | 76,960 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $6,037,954 | 82,004 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $6,078,979 | 81,608 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $6,319,721 | 79,724 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $5,403,150 | 76,957 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $3,911,091 | 54,043 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,435,762 | 51,856 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $3,784,708 | 48,072 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,159,684 | 47,178 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||