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Montag & Caldwell, LLC

SEC CIK
0000067698
Latest filing
Aug 15, 2025

UPS holding history

United Parcel Service Inc in every 13F filed by Montag & Caldwell, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPS overviewAll 13F holders of UPSFull Q2 2025 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q2 2022
Holdings of UPS by Montag & Caldwell, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−1,682−100.0%Sold outHolders
Q3 20231,682$262.2K<0.1%00.0%UnchangedHolders
Q2 20231,682$301.5K<0.1%00.0%UnchangedHolders
Q1 20231,682$326.3K<0.1%00.0%UnchangedHolders
Q4 20221,682$292.4K<0.1%00.0%UnchangedHolders
Q3 20221,682$272.0K<0.1%00.0%UnchangedHolders
Q2 20221,682$307.0K<0.1%+1,682NewHolders