Morningstar Investment Management LLC

Position in CSX — Csx Corp

CIK 1673385 CHICAGO, IL

Position in CSX

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$483,665

+$65,941 QoQ

Shares Held

10,176

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,196

of 1,978 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Morningstar Investment Management LLC holds $12,041,563 across 4 Railroads names. CSX ranks #3 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	25,031	$6,808,432
2	CNI	Canadian National Railway Co	37,553	$4,477,819
3	CSX	Csx Corp This page	10,176	$483,665
4	CP	Canadian Pacific Kansas City Ltd/Cn	3,135	$271,647

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$483,665	10,176	0.0%	Shares	Sole	2026-07-21
2026-03-31	$417,724	10,176	-82.6%	Shares	Sole	2026-05-14
2025-12-31	$2,126,062	58,650	-0.1%	Shares	Sole	2026-02-09
2025-09-30	$2,084,117	58,691	+174.6%	Shares	Sole	2025-11-17
2025-06-30	$697,303	21,370	+11.9%	Shares	Sole	2025-07-28
2025-03-31	$561,789	19,089	-44.4%	Shares	Sole	2025-05-07
2024-12-31	$1,107,474	34,319	0.0%	Shares	Sole	2025-02-03
2024-09-30	$1,185,035	34,319	+114.4%	Shares	Sole	2024-11-12
2024-06-30	$535,434	16,007	0.0%	Shares	Sole	2024-08-08
2024-03-31	$593,379	16,007	0.0%	Shares	Sole	2024-05-13
2023-12-31	$554,962	16,007	-1.1%	Shares	Sole	2024-02-13
2023-09-30	$497,596	16,182	0.0%	Shares	Sole	2024-04-09
2023-06-30	$551,806	16,182	—	Shares	Sole	2024-04-09
No filing history on record for this holder in this stock.