Position in MAR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$656,685
+$14,647 QoQ
Shares Held
1,772
-9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#984
of 1,737 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MAR Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Caldwell Trust Co holds $2,030,407 across 2 Lodging names. MAR ranks #2 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLT |
Hilton Worldwide Holdings Inc.
|
4,157 | $1,373,722 | |
| 2 | MAR |
Marriott International Inc /Md/
This page
|
1,772 | $656,685 |
All Filings in MAR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,685 | 1,772 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $642,038 | 1,963 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $735,579 | 2,371 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $738,607 | 2,836 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $904,871 | 3,312 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $801,543 | 3,365 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $1,545,885 | 5,542 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $1,138,588 | 4,580 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $852,481 | 3,526 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $701,674 | 2,781 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $490,258 | 2,174 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $298,967 | 1,521 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $144,931 | 789 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $84,514 | 509 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $74,445 | 500 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $70,070 | 500 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $68,005 | 500 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $90,511 | 515 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $85,098 | 515 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $76,266 | 515 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $70,307 | 515 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $76,276 | 515 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $119,915 | 909 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $74,434 | 804 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $68,926 | 804 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $99,871 | 1,335 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||