Allen Mooney & Barnes Investment Advisors LLC
Position in UPS — United Parcel Service Inc
CIK 2001461
Thomasville, GA
Position in UPS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$370,552
+$11,761 QoQ
Shares Held
3,447
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,453
of 2,129 holders
Holding Since
Dec 2025
3 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, 2026Allen Mooney & Barnes Investment Advisors LLC holds $643,601 across 2 Integrated Freight & Logistics names. UPS ranks #1 (57.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
3,447 | $370,552 | |
| 2 | FDX |
Fedex Corp
|
872 | $273,049 |
All Filings in UPS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,552 | 3,447 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $358,791 | 3,647 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $211,076 | 2,128 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||