WCG Wealth Advisors LLC

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 1855713 LAS VEGAS, NV

Position in CP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,170,495

+$722,591 QoQ

Shares Held

25,049

+36.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#356

of 965 holders

Holding Since

Sep 2023

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

WCG Wealth Advisors LLC holds $6,309,953 across 3 Railroads names. CP ranks #2 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	12,483	$3,395,376
2	CP	Canadian Pacific Kansas City Ltd/Cn This page	25,049	$2,170,495
3	CSX	Csx Corp	15,655	$744,082

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,170,495	25,049	+36.8%	Shares	Sole	2026-08-14
2023-12-31	$1,447,904	18,314	+15.5%	Shares	Sole	2024-02-08
2023-09-30	$1,180,068	15,859	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.