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Jackson Wealth Management, LLC

SEC CIK
0001536799
Latest filing
Aug 20, 2026

CP holding history

Canadian Pacific Kansas City Ltd in every 13F filed by Jackson Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CP overviewAll 13F holders of CPFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2021
Holdings of CP by Jackson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−2,916−100.0%Sold outHolders
Q3 20232,916$217.0K<0.1%−3,815−56.7%ReducedHolders
Q2 20236,731$544.0K0.1%−351−5.0%ReducedHolders
Q1 20237,082$544.9K0.4%+2,257+46.8%AddedHolders
Q4 20224,825$359.9K0.1%−1,118−18.8%ReducedHolders
Q3 20225,943$397.0K0.1%+5,943NewHolders
Q2 20220$00.0%−7,019−100.0%Sold outHolders
Q1 20227,019$579.0K0.1%−14,815−67.9%ReducedHolders
Q4 202121,834$1.57M0.2%+21,834NewHolders