CPC
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CFC Planning Company’s United Parcel Service UPS Stock Holding History

CFC Planning Company’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.5M Buy
23,279
+2,632
+13% +$274K 1.46% 28
2026
Q1 		$2.03M Buy
20,647
+2,199
+12% +$236K 1.45% 27
2025
Q4 		$1.83M Buy
18,448
+863
+5% +$80.7K 1.39% 28
2025
Q3 		$1.47M Buy
17,585
+1,048
+6% +$94.9K 1.21% 29
2025
Q2 		$1.67M Buy
16,537
+768
+5% +$75.6K 1.58% 27
2025
Q1 		$1.73M Buy
15,769
+3,295
+26% +$394K 1.86% 21
2024
Q4 		$1.57M Buy
+12,474
New +$1.64M 1.68% 28

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CFC Planning Company's UPS Position: Q2 2026 in Review

CFC Planning Company increased its United Parcel Service (UPS) stake by 13% in Q2 2026, buying an estimated $274K and bringing the position to 23,279 shares worth $2.5M. The position accounts for 1.46% of the portfolio, ranked #28.

CFC Planning Company first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • CFC Planning Company held 23,279 shares of United Parcel Service worth $2.5M as of Q2 2026.
  • CFC Planning Company bought 2,632 United Parcel Service shares in Q2 2026, an estimated $274K.
  • United Parcel Service made up 1.46% of CFC Planning Company's portfolio in Q2 2026, its #28 holding.
  • CFC Planning Company first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.