Cherry Tree Wealth Management, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1985414
MINNETONKA, MN
Position in CP
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$8,259
+$528 QoQ
Shares Held
105
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $9,229 across 2 Railroads names. CP ranks #1 (89.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
105 | $8,259 | |
| 2 | UNP |
Union Pacific Corp
|
4 | $970 |
All Filings in CP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,259 | 105 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,731 | 105 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,821 | 105 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $8,323 | 105 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,372 | 105 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $7,598 | 105 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $8,981 | 105 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,266 | 105 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $9,257 | 105 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $8,301 | 105 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $372 | 5 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $403 | 5 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||