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Livermore
Livermore
ZHEN

McDaniel Terry & Co

SEC CIK
0001104366
Latest filing
Jul 30, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by McDaniel Terry & Co, 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 2026 holdings

Shares (Q2 2026)
3,039
Value
$326.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UPS by McDaniel Terry & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,039$326.7K<0.1%−13,275−81.4%ReducedHolders
Q1 202616,314$1.60M0.1%−96−0.6%ReducedHolders
Q4 202516,410$1.63M0.1%−2,135−11.5%ReducedHolders
Q3 202518,545$1.55M0.1%−342−1.8%ReducedHolders
Q2 202518,887$1.91M0.2%−705−3.6%ReducedHolders
Q1 202519,592$2.15M0.2%−7,157−26.8%ReducedHolders
Q4 202426,749$3.37M0.3%+863+3.3%AddedHolders
Q3 202425,886$3.53M0.3%−23−0.1%ReducedHolders
Q2 202425,909$3.55M0.3%−362−1.4%ReducedHolders
Q1 202426,271$3.90M0.3%−24−0.1%ReducedHolders
Q4 202326,295$4.13M0.4%+30.0%AddedHolders
Q3 202326,292$4.10M0.4%+20.0%AddedHolders
Q2 202326,290$4.71M0.5%−129−0.5%ReducedHolders
Q1 202326,419$5.13M0.6%−118−0.4%ReducedHolders
Q4 202226,537$4.61M0.5%−98−0.4%ReducedHolders
Q3 202226,635$4.30M0.6%+10.0%AddedHolders
Q2 202226,634$4.86M0.6%−765−2.8%ReducedHolders
Q1 202227,399$5.88M0.6%+10.0%AddedHolders
Q4 202127,398$5.87M0.6%+10.0%AddedHolders
Q3 202127,397$4.99M0.6%−23−0.1%ReducedHolders
Q2 202127,420$5.70M0.7%−3,878−12.4%ReducedHolders
Q1 202131,298$5.32M0.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.