Carolina Wealth Advisors, LLC
Position in UPS — United Parcel Service Inc
CIK 1786411
MYRTLE BEACH, SC
Position in UPS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$5,375
+$456 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,053
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, 2026Carolina Wealth Advisors, LLC holds $9,132 across 2 Integrated Freight & Logistics names. UPS ranks #1 (58.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
50 | $5,375 | |
| 2 | FDX |
Fedex Corp
|
12 | $3,757 |
All Filings in UPS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,375 | 50 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,919 | 50 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $4,959 | 50 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,176 | 50 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $5,047 | 50 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,499 | 50 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,305 | 50 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $6,817 | 50 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $6,842 | 50 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $7,431 | 50 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $7,861 | 50 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $7,793 | 50 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $28,321 | 158 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $9,699 | 50 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $8,692 | 50 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $8,077 | 50 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $9,127 | 50 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $10,723 | 50 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $10,717 | 50 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $9,105 | 50 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $22,460 | 108 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $18,358 | 108 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $18,187 | 108 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $8,331 | 50 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $5,559 | 50 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $4,671 | 50 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||