Carlton Hofferkamp & Jenks Wealth Management, LLC

Position in UPS — United Parcel Service Inc

CIK 1510870 THE WOODLANDS, TX

Back to UPS Full portfolio

Position in UPS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$966,855

+$53,692 QoQ

Shares Held

8,994

-3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#1,024

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in UPS Over Time

Shares Held

Position Value (USD)

Position in Integrated Freight & Logistics

Industrials · as of Jun 30, 2026

Carlton Hofferkamp & Jenks Wealth Management, LLC holds $2,533,877 across 3 Integrated Freight & Logistics names. UPS ranks #2 (38.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDX	Fedex Corp	4,038	$1,264,418
2	UPS	United Parcel Service Inc This page	8,994	$966,855
3	FDXF	FedEx Freight Holding Company, Inc.	2,004	$302,604

All Filings in UPS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$966,855	8,994	-3.1%	Shares	Sole	2026-07-23
2026-03-31	$913,163	9,282	-11.3%	Shares	Sole	2026-04-28
2025-12-31	$1,037,824	10,463	+6.3%	Shares	Sole	2026-01-22
2025-09-30	$821,935	9,840	-2.2%	Shares	Sole	2025-10-29
2025-06-30	$1,015,759	10,063	-3.0%	Shares	Sole	2025-07-31
2025-03-31	$1,141,366	10,377	-4.5%	Shares	Sole	2025-04-17
2024-12-31	$1,369,950	10,864	-6.0%	Shares	Sole	2025-02-06
2024-09-30	$1,576,363	11,562	-0.9%	Shares	Sole	2024-11-05
2024-06-30	$1,596,492	11,666	-1.1%	Shares	Sole	2024-07-31
2024-03-31	$1,753,834	11,800	-3.2%	Shares	Sole	2024-04-26
2023-12-31	$1,916,162	12,187	-1.3%	Shares	Sole	2024-01-25
2023-09-30	$1,923,903	12,343	-0.9%	Shares	Sole	2023-10-26
2023-06-30	$2,232,200	12,453	+0.2%	Shares	Sole	2023-08-07
2023-03-31	$2,410,131	12,424	+1.1%	Shares	Sole	2023-05-11
2022-12-31	$2,135,450	12,284	+1.1%	Shares	Sole	2023-01-30
2022-09-30	$1,962,226	12,147	-1.0%	Shares	Sole	2022-10-24
2022-06-30	$2,239,035	12,266	+0.5%	Shares	Sole	2022-07-12
2022-03-31	$2,617,698	12,206	+0.7%	Shares	Sole	2022-04-11
2021-12-31	$2,599,086	12,126	+0.2%	Shares	Sole	2022-01-26
2021-09-30	$2,203,410	12,100	+4.2%	Shares	Sole	2021-11-09
2021-06-30	$2,414,739	11,611	-6.0%	Shares	Sole	2021-07-19
2021-03-31	$2,099,716	12,352	-0.4%	Shares	Sole	2021-04-28
2020-12-31	$2,088,328	12,401	-2.0%	Shares	Sole	2021-01-20
2020-09-30	$2,109,535	12,660	-11.8%	Shares	Sole	2020-11-12
2020-06-30	$1,595,433	14,350	+5.9%	Shares	Sole	2020-07-30
2020-03-31	$1,265,373	13,545	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.