Position in UPS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,968,812
+$2,480,620 QoQ
Shares Held
260,175
+0.4% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#176
of 2,140 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Derivatives in UPS
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$11,430
PutShares
12,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026MACKENZIE FINANCIAL CORP holds $243,850,534 across 9 Integrated Freight & Logistics names. UPS ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
352,854 | $110,489,173 | |
| 2 | ZTO |
ZTO Express (Cayman) Inc.
|
1,914,997 | $42,857,632 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
145,364 | $42,072,702 | |
| 4 | UPS |
United Parcel Service Inc
This page
|
260,175 | $27,968,812 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
58,037 | $9,458,870 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
26,693 | $5,027,359 | |
| 7 | FDXF |
FedEx Freight Holding Company, Inc.
|
18,086 | $2,730,986 | |
| 8 | LSTR |
Landstar System Inc
|
8,602 | $1,778,979 |
All Filings in UPS
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,968,812 | 260,175 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $25,488,192 | 259,079 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,640,607 | 107,275 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $11,430 | 12,700 | Put | Sole | 2025-11-13 | |
| 2025-09-30 | $9,211,437 | 110,277 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,748,166 | 86,667 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,291,706 | 75,386 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,450,591 | 67,015 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $8,463,987 | 62,080 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,964,769 | 65,508 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,855,655 | 66,310 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $9,834,264 | 62,547 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $10,579,052 | 67,871 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $12,277,011 | 68,491 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $15,289,515 | 78,816 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $13,655,305 | 78,551 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,782,727 | 72,940 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $22,423,943 | 122,844 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $34,588,108 | 161,280 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $107,595,464 | 501,985 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $97,208,622 | 533,820 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $110,690,784 | 532,244 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $169,799,781 | 998,881 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $152,500,850 | 905,587 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $175,588,362 | 1,053,762 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $117,140,693 | 1,053,613 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $116,370,397 | 1,245,669 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||