SHELTON WEALTH MANAGEMENT, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1903883
FORT WORTH, TX
Position in CP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,863,321
+$517,685 QoQ
Shares Held
21,504
+25.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#368
of 963 holders
Holding Since
Dec 2023
11 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, 2026SHELTON WEALTH MANAGEMENT, LLC holds $4,241,104 across 2 Railroads names. CP ranks #2 (43.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
|
50,027 | $2,377,783 | |
| 2 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
21,504 | $1,863,321 |
All Filings in CP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,863,321 | 21,504 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,345,636 | 17,107 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $965,068 | 13,107 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,538,590 | 20,655 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,541,801 | 19,450 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,022,327 | 14,561 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,186,868 | 16,400 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,063,860 | 12,437 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $904,607 | 11,490 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $678,997 | 7,701 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $333,316 | 4,216 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||