Modern Wealth Management, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 2001900
KANSAS CITY, MO
Position in CP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,135,547
+$178,257 QoQ
Shares Held
13,105
+7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#430
of 962 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in CP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Modern Wealth Management, LLC holds $5,648,345 across 6 Railroads names. CP ranks #3 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
8,501 | $2,312,272 | |
| 2 | CSX |
Csx Corp
|
28,769 | $1,367,388 | |
| 3 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
13,105 | $1,135,547 | |
| 4 | NSC |
Norfolk Southern Corp
|
1,200 | $377,507 | |
| 5 | WAB |
Westinghouse Air Brake Technologies Corp
|
924 | $249,109 | |
| 6 | CNI |
Canadian National Railway Co
|
1,732 | $206,522 |
All Filings in CP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,135,547 | 13,105 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $957,290 | 12,170 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $885,619 | 12,028 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $889,556 | 11,942 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $964,158 | 12,163 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $858,736 | 12,231 | Shares | Other | 2025-06-02 | |
| No filing history on record for this holder in this stock. | ||||||