MCDONALD PARTNERS LLC

Position in UPS — United Parcel Service Inc

CIK 1331074 Cleveland, OH

Position in UPS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,527,252

+$117,861 QoQ

Shares Held

14,207

-0.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#853

of 2,129 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

MCDONALD PARTNERS LLC holds $1,609,803 across 3 Integrated Freight & Logistics names. UPS ranks #1 (94.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	14,207	$1,527,252
2	FDX	Fedex Corp	213	$66,696
3	FDXF	FedEx Freight Holding Company, Inc.	105	$15,855

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,527,252	14,207	-0.8%	Shares	Sole	2026-07-28
2026-03-31	$1,409,391	14,326	-1.3%	Shares	Sole	2026-05-15
2025-12-31	$1,440,139	14,519	-4.5%	Shares	Sole	2026-02-02
2025-09-30	$1,270,324	15,208	-25.4%	Shares	Sole	2025-11-12
2025-06-30	$2,058,570	20,394	-21.6%	Shares	Sole	2025-08-12
2025-03-31	$2,859,740	26,000	+6.5%	Shares	Sole	2025-05-15
2024-12-31	$3,078,353	24,412	+2.8%	Shares	Sole	2025-01-31
2024-09-30	$3,237,120	23,743	-8.0%	Shares	Sole	2024-10-15
2024-06-30	$3,532,235	25,811	+25.3%	Shares	Sole	2024-07-17
2024-03-31	$3,061,629	20,599	-4.5%	Shares	Sole	2024-04-15
2023-12-31	$3,390,350	21,563	+22.6%	Shares	Sole	2024-02-12
2023-09-30	$2,741,909	17,591	-0.4%	Shares	Sole	2023-10-30
2023-06-30	$3,164,300	17,653	-0.0%	Shares	Sole	2023-07-17
2023-03-31	$3,424,699	17,654	+0.2%	Shares	Sole	2023-04-19
2022-12-31	$3,063,234	17,621	+1.1%	Shares	Sole	2023-01-18
2022-09-30	$2,815,319	17,428	+0.1%	Shares	Sole	2022-10-21
2022-06-30	$3,179,664	17,419	-7.4%	Shares	Sole	2022-07-25
2022-03-31	$4,034,850	18,814	+3.4%	Shares	Sole	2022-04-29
2021-09-30	$3,314,037	18,199	+1.5%	Shares	Sole	2021-11-24
2021-06-30	$3,729,110	17,931	+1.7%	Shares	Sole	2021-11-24
2021-03-31	$2,996,923	17,630	+11.9%	Shares	Sole	2021-11-24
2020-12-31	$2,652,468	15,751	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.