Whalen Wealth Management Inc.
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1894447
LAS VEGAS, NV
Position in CP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$337,068
+$11,023 QoQ
Shares Held
3,890
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#650
of 962 holders
Holding Since
Dec 2023
10 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, 2026Whalen Wealth Management Inc. holds $680,604 across 2 Railroads names. CP ranks #2 (49.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
1,263 | $343,536 | |
| 2 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
3,890 | $337,068 |
All Filings in CP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,068 | 3,890 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $326,045 | 4,145 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $606,343 | 8,235 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,267,670 | 17,018 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $393,971 | 4,970 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $803,834 | 11,449 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $583,736 | 8,066 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $487,406 | 5,698 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $654,221 | 7,420 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $619,276 | 7,833 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||