HCR Wealth Advisors

Position in UPS — United Parcel Service Inc

CIK 1697715 LOS ANGELES, CA

Position in UPS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$232,522

+$7,134 QoQ

Shares Held

2,163

-5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,699

of 2,129 holders

Holding Since

Sep 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

HCR Wealth Advisors holds $1,922,484 across 2 Integrated Freight & Logistics names. UPS ranks #2 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	FDX	Fedex Corp	5,397	$1,689,962
2	UPS	United Parcel Service Inc This page	2,163	$232,522

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,522	2,163	-5.6%	Shares	Sole	2026-07-13
2026-03-31	$225,388	2,291	-7.1%	Shares	Sole	2026-04-21
2025-12-31	$244,602	2,466	0.0%	Shares	Sole	2026-01-27
2025-09-30	$205,984	2,466	-5.9%	Shares	Sole	2025-10-03
2025-06-30	$264,664	2,622	-0.2%	Shares	Sole	2025-07-17
2025-03-31	$288,943	2,627	-0.1%	Shares	Sole	2025-04-21
2024-12-31	$331,516	2,629	+0.1%	Shares	Sole	2025-01-14
2024-09-30	$358,165	2,627	0.0%	Shares	Sole	2024-10-10
2024-06-30	$359,504	2,627	-1.8%	Shares	Sole	2024-08-07
2024-03-31	$397,585	2,675	-14.6%	Shares	Sole	2024-05-10
2023-12-31	$492,601	3,133	+135.9%	Shares	Sole	2024-02-09
2023-09-30	$206,995	1,328	+36.3%	Shares	Sole	2023-10-20
2022-03-31	$208,884	974	-2.0%	Shares	Sole	2022-05-05
2021-12-31	$213,053	994	-6.8%	Shares	Sole	2022-02-04
2021-06-30	$221,696	1,066	-23.5%	Shares	Sole	2021-07-21
2020-12-31	$234,581	1,393	0.0%	Shares	Sole	2021-02-04
2020-09-30	$232,115	1,393	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.