Colonial Trust Advisors

Position in UPS — United Parcel Service Inc

CIK 1567993 SPARTANBURG, SC

Position in UPS

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

Position Value

$754,542

+$52,109 QoQ

Shares Held

7,019

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,128

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Colonial Trust Advisors holds $3,651,838 across 5 Integrated Freight & Logistics names. UPS ranks #2 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDX	Fedex Corp	7,105	$2,224,788
2	UPS	United Parcel Service Inc This page	7,019	$754,542
3	FDXF	FedEx Freight Holding Company, Inc.	3,318	$501,018
4	JBHT	Hunt J B Transport Services Inc	551	$159,475
5	GXO	GXO Logistics, Inc.	237	$12,015

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$754,542	7,019	-1.7%	Shares	Sole	2026-08-11
2026-03-31	$702,433	7,140	-7.3%	Shares	Sole	2026-05-12
2025-12-31	$764,060	7,703	-48.4%	Shares	Sole	2026-02-12
2025-09-30	$1,248,021	14,941	-47.0%	Shares	Sole	2025-11-10
2025-06-30	$2,848,123	28,216	+1017.9%	Shares	Sole	2025-08-13
2025-03-31	$277,614	2,524	-1.1%	Shares	Sole	2025-05-14
2024-12-31	$321,807	2,552	+8.8%	Shares	Sole	2025-02-13
2024-09-30	$319,853	2,346	-2.2%	Shares	Sole	2024-11-12
2024-06-30	$328,166	2,398	-17.9%	Shares	Sole	2024-08-14
2024-03-31	$434,148	2,921	-0.6%	Shares	Sole	2024-05-14
2023-12-31	$462,256	2,940	-13.0%	Shares	Sole	2024-02-14
2023-09-30	$526,840	3,380	-44.6%	Shares	Sole	2023-11-13
2023-06-30	$1,093,245	6,099	-0.0%	Shares	Sole	2023-08-14
2023-03-31	$1,183,532	6,101	-1.8%	Shares	Sole	2023-05-11
2022-12-31	$1,080,415	6,215	+3.6%	Shares	Sole	2023-02-14
2022-09-30	$969,078	5,999	+0.5%	Shares	Sole	2022-11-14
2022-06-30	$1,089,216	5,967	+0.1%	Shares	Sole	2022-08-12
2022-03-31	$1,279,039	5,964	+5.0%	Shares	Sole	2022-05-09
2021-12-31	$1,217,022	5,678	+3.7%	Shares	Sole	2022-02-14
2021-09-30	$997,543	5,478	+1.4%	Shares	Sole	2021-11-12
2021-06-30	$1,124,077	5,405	0.0%	Shares	Sole	2021-08-05
2021-03-31	$918,795	5,405	-0.7%	Shares	Sole	2021-05-10
2020-12-31	$916,601	5,443	+0.5%	Shares	Sole	2021-01-29
2020-09-30	$902,801	5,418	0.0%	Shares	Sole	2020-10-26
2020-06-30	$602,373	5,418	+3.4%	Shares	Sole	2020-08-10
2020-03-31	$489,614	5,241	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.