EVERGREEN CAPITAL MANAGEMENT LLC
Position in UPS — United Parcel Service Inc
CIK 1260824
Bellevue, WA
Position in UPS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,187,659
+$242,326 QoQ
Shares Held
11,048
+15.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#464
of 1,174 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 29%
Shared 71%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $45,194,650 across 7 Integrated Freight & Logistics names. UPS ranks #3 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
108,955 | $34,117,078 | |
| 2 | FDXF |
FedEx Freight Holding Company, Inc.
|
54,580 | $8,241,580 | |
| 3 | UPS |
United Parcel Service Inc
This page
|
11,048 | $1,187,659 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
2,697 | $780,591 | |
| 5 | LSTR |
Landstar System Inc
|
2,038 | $421,477 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
1,415 | $230,616 | |
| 7 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,145 | $215,649 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,187,659 | 11,048 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $945,333 | 9,609 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,137,345 | 21,548 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $672,249 | 8,048 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $16,907,046 | 167,496 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $15,424,337 | 140,234 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $19,958,603 | 158,276 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $20,117,784 | 147,556 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $19,779,614 | 144,535 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $8,995,682 | 60,524 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,626,878 | 61,228 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $7,678,778 | 49,264 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $9,383,020 | 52,346 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,211,051 | 52,637 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,830,028 | 50,794 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $7,603,848 | 47,071 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,975,264 | 32,734 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,532,237 | 30,459 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,351,654 | 43,630 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $7,542,035 | 41,417 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,462,587 | 35,883 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,589,662 | 38,765 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,460,706 | 32,427 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,349,322 | 32,103 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $9,022,590 | 81,153 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $7,068,250 | 75,661 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||