Heritage Trust Co

Bank

Position in UPS — United Parcel Service Inc

CIK 1706028 OKLAHOMA CITY, OK

Position in UPS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,632,710

+$209,546 QoQ

Shares Held

15,188

+5.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#831

of 2,129 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Heritage Trust Co holds $5,441,819 across 4 Integrated Freight & Logistics names. UPS ranks #2 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDX	Fedex Corp	8,948	$2,801,886
2	UPS	United Parcel Service Inc This page	15,188	$1,632,710
3	FDXF	FedEx Freight Holding Company, Inc.	4,445	$671,195
4	JBHT	Hunt J B Transport Services Inc	1,161	$336,028

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,632,710	15,188	+5.0%	Shares	Sole	2026-08-06
2026-03-31	$1,423,164	14,466	+7.4%	Shares	Sole	2026-05-13
2025-12-31	$1,336,584	13,475	-7.2%	Shares	Sole	2026-02-10
2025-09-30	$1,213,356	14,526	-26.9%	Shares	Sole	2025-11-12
2025-06-30	$2,005,071	19,864	-2.5%	Shares	Other	2025-08-12
2025-03-31	$2,241,376	20,378	-4.9%	Shares	Other	2025-05-09
2024-12-31	$2,701,187	21,421	-7.2%	Shares	Other	2025-02-13
2024-06-30	$3,157,813	23,075	+0.1%	Shares	Other	2024-08-12
2024-03-31	$3,427,259	23,059	-0.4%	Shares	Other	2024-05-10
2023-12-31	$3,639,559	23,148	+1.6%	Shares	Other	2024-02-09
2023-09-30	$3,550,094	22,776	-0.5%	Shares	Other	2023-11-08
2023-06-30	$4,102,135	22,885	+1.1%	Shares	Other	2023-08-11
2023-03-31	$4,392,127	22,641	+11.2%	Shares	Other	2023-05-12
2022-12-31	$3,538,686	20,356	+5.0%	Shares	Other	2023-02-10
2022-09-30	$3,130,482	19,379	+0.1%	Shares	Other	2022-11-10
2022-06-30	$3,532,696	19,353	-2.9%	Shares	Other	2022-08-11
2022-03-31	$4,274,187	19,930	+1.0%	Shares	Other	2022-05-11
2021-12-31	$4,231,285	19,741	+0.3%	Shares	Other	2022-02-09
2021-09-30	$3,583,363	19,678	+7.7%	Shares	Other	2021-11-09
2021-06-30	$3,800,235	18,273	+10.7%	Shares	Other	2021-08-09
2021-03-31	$2,805,004	16,501	-0.1%	Shares	Other	2021-05-12
2020-12-31	$2,782,641	16,524	+1.5%	Shares	Other	2021-02-11
2020-09-30	$2,712,069	16,276	-1.3%	Shares	Other	2020-11-13
2020-06-30	$1,833,580	16,492	+6.2%	Shares	Other	2020-08-04
2020-03-31	$1,450,438	15,526	—	Shares	Other	2020-05-11
No filing history on record for this holder in this stock.