Colonial Trust Co / SC

Bank

Position in WSM — Williams Sonoma Inc

CIK 1954093 SPARTANBURG, SC

Position in WSM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$206,526

+$35,136 QoQ

Shares Held

886

-5.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#795

of 1,001 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Colonial Trust Co / SC holds $387,151 across 6 Specialty Retail names. WSM ranks #1 (53.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WSM	Williams Sonoma Inc This page	886	$206,526
2	TSCO	Tractor Supply Co /De/	3,405	$107,632
3	CASY	Caseys General Stores Inc	40	$31,791
4	FIVE	Five Below, Inc	138	$24,811
5	ULTA	Ulta Beauty, Inc.	35	$15,784
6	BBY	Best Buy Co Inc	8	$607

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,526	886	-5.7%	Shares	Sole	2026-08-11
2026-03-31	$171,390	940	0.0%	Shares	Sole	2026-05-12
2025-12-31	$167,874	940	+22.1%	Shares	Sole	2026-02-12
2025-09-30	$150,496	770	0.0%	Shares	Sole	2025-11-10
2025-06-30	$125,794	770	-31.7%	Shares	Sole	2025-08-13
2025-03-31	$178,178	1,127	-5.8%	Shares	Sole	2025-05-14
2024-12-31	$221,660	1,197	+3.5%	Shares	Sole	2025-02-14
2024-09-30	$179,087	1,156	+136.4%	Shares	Sole	2024-11-12
2024-06-30	$138,078	489	0.0%	Shares	Sole	2024-08-14
2024-03-31	$155,272	489	0.0%	Shares	Sole	2024-05-14
2023-12-31	$98,670	489	-37.7%	Shares	Sole	2024-02-14
2023-09-30	$121,989	785	0.0%	Shares	Sole	2023-11-13
2023-06-30	$98,234	785	-14.2%	Shares	Sole	2023-08-14
2023-03-31	$111,318	915	+174.8%	Shares	Sole	2023-05-11
2022-12-31	$38,268	333	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.