Medallion Wealth Advisors, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 2131139
FARMINGTON, CT
Position in CP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,305,208
+$120,353 QoQ
Shares Held
15,063
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#412
of 962 holders
Holding Since
Mar 2025
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, 2026Medallion Wealth Advisors, LLC holds $6,843,773 across 5 Railroads names. CP ranks #3 (19.1% 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 | $1,305,208 | 15,063 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,184,855 | 15,063 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,109,088 | 15,063 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $1,122,042 | 15,063 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $1,194,044 | 15,063 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $4,423 | 63 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||