BARTLETT & CO. WEALTH MANAGEMENT LLC

Position in CP — Canadian Pacific Kansas City Ltd/Cn

CIK 2010186 CINCINNATI, OH

Position in CP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$21,134,628

+$2,047,150 QoQ

Shares Held

243,908

+0.5% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#152

of 962 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Industrials · as of Jun 30, 2026

BARTLETT & CO. WEALTH MANAGEMENT LLC holds $77,803,548 across 6 Railroads names. CP ranks #2 (27.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	113,015	$30,740,080
2	CP	Canadian Pacific Kansas City Ltd/Cn This page	243,908	$21,134,628
3	NSC	Norfolk Southern Corp	67,123	$21,116,224
4	CSX	Csx Corp	89,691	$4,263,013
5	CNI	Canadian National Railway Co	4,564	$544,211
6	WAB	Westinghouse Air Brake Technologies Corp	20	$5,392

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,134,628	243,908	+0.5%	Shares	Sole	2026-07-24
2026-03-31	$19,087,478	242,658	-2.9%	Shares	Sole	2026-05-06
2025-12-31	$18,398,148	249,873	-1.5%	Shares	Sole	2026-01-22
2025-09-30	$18,901,614	253,747	-0.7%	Shares	Sole	2025-10-09
2025-06-30	$20,266,406	255,663	-0.7%	Shares	Sole	2025-07-18
2025-03-31	$18,073,598	257,422	-0.6%	Shares	Sole	2025-04-24
2024-12-31	$18,748,823	259,069	-2.4%	Shares	Sole	2025-01-17
2024-09-30	$22,705,566	265,438	-1.3%	Shares	Sole	2024-10-17
2024-06-30	$21,177,267	268,986	-3.0%	Shares	Sole	2024-07-12
2024-03-31	$24,460,914	277,429	-2.3%	Shares	Sole	2024-05-09
2023-12-31	$22,449,322	283,953	-2.0%	Shares	Sole	2024-02-14
2023-09-30	$21,568,406	289,859	-1.9%	Shares	Sole	2024-02-14
2023-06-30	$23,876,822	295,615	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.