Cascade Investment Advisors, Inc.
Position in UPS — United Parcel Service Inc
CIK 1681490
Oregon City, OR
Position in UPS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,488,982
+$122,386 QoQ
Shares Held
13,851
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#862
of 2,129 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Cascade Investment Advisors, Inc. holds $5,342,911 across 3 Integrated Freight & Logistics names. UPS ranks #3 (27.9% of the industry book) .
All Filings in UPS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,488,982 | 13,851 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,366,596 | 13,891 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,448,769 | 14,606 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,291,457 | 15,461 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,370,361 | 13,576 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,168,093 | 10,620 | Shares | Sole | 2025-04-08 | |
| 2023-03-31 | $68,866 | 355 | Shares | Sole | 2023-05-10 | |
| 2022-06-30 | $64,801 | 355 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $76,133 | 355 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $76,090 | 355 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $64,645 | 355 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $73,829 | 355 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $60,346 | 355 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $58,940 | 350 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $58,320 | 350 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $38,913 | 350 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $32,697 | 350 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||