Whipplewood Advisors, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 2052510
LITTLETON, CO
Position in CP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,238
-$14,056 QoQ
Shares Held
72
-72.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#924
of 963 holders
Holding Since
Dec 2024
6 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, 2026Whipplewood Advisors, LLC holds $432,132 across 3 Railroads names. CP ranks #3 (1.4% of the industry book) .
All Filings in CP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,238 | 72 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $20,294 | 258 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,356 | 32 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $62,701 | 791 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $96,116 | 2,218 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $192,286 | 2,657 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||