Colonial Trust Co / SC

Bank

Position in OTIS — Otis Worldwide Corp

CIK 1954093 SPARTANBURG, SC

Position in OTIS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$195,682

-$11,509 QoQ

Shares Held

2,733

+1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#862

of 1,211 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Colonial Trust Co / SC holds $13,861,709 across 21 Specialty Industrial Machinery names. OTIS ranks #8 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	23,158	$9,868,086
2	GEV	GE Vernova Inc.	1,526	$1,792,836
3	ROK	Rockwell Automation, Inc	719	$355,962
4	PH	Parker-Hannifin Corp	291	$284,632
5	CMI	Cummins Inc	378	$269,593
6	EMR	Emerson Electric Co	1,645	$235,481
7	ITW	Illinois Tool Works Inc	860	$232,604
8	OTIS	Otis Worldwide Corp This page	2,733	$195,682

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$195,682	2,733	+1.7%	Shares	Sole	2026-08-11
2026-03-31	$207,191	2,688	+2.8%	Shares	Sole	2026-05-12
2025-12-31	$228,507	2,616	-1.5%	Shares	Sole	2026-02-12
2025-09-30	$242,746	2,655	0.0%	Shares	Sole	2025-11-10
2025-06-30	$262,898	2,655	-0.4%	Shares	Sole	2025-08-13
2025-03-31	$275,028	2,665	-0.4%	Shares	Sole	2025-05-14
2024-12-31	$247,824	2,676	-3.4%	Shares	Sole	2025-02-14
2024-09-30	$287,809	2,769	+0.4%	Shares	Sole	2024-11-12
2024-06-30	$265,581	2,759	0.0%	Shares	Sole	2024-08-14
2024-03-31	$273,885	2,759	-4.9%	Shares	Sole	2024-05-14
2023-12-31	$259,552	2,901	+46.8%	Shares	Sole	2024-02-14
2023-09-30	$158,692	1,976	0.0%	Shares	Sole	2023-11-13
2023-06-30	$175,883	1,976	+9.4%	Shares	Sole	2023-08-14
2023-03-31	$152,426	1,806	-2.0%	Shares	Sole	2023-05-11
2022-12-31	$144,247	1,842	-32.3%	Shares	Sole	2023-02-14
2022-09-30	$173,599	2,721	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.