KCM
UPS icon

Kathmere Capital Management’s United Parcel Service UPS Stock Holding History

Kathmere Capital Management’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 		$576K Buy
5,359
+859
+19% +$89.3K 0.03% 368
2026
Q1 		$443K Buy
4,500
+1,130
+34% +$121K 0.03% 381
2025
Q4 		$334K Buy
+3,370
New +$315K 0.02% 400
2025
Q2 		– Sell
-1,948
Closed -$214K – 507
2025
Q1 		$214K Buy
1,948
+178
+10% +$21.3K 0.02% 404
2024
Q4 		$223K Buy
1,770
+201
+13% +$26.5K 0.02% 371
2024
Q3 		$214K Buy
+1,569
New +$206K 0.02% 354
2024
Q2 		– Sell
-1,595
Closed -$237K – 359
2024
Q1 		$237K Sell
1,595
-12
-0.7% -$1.82K 0.03% 277
2023
Q4 		$253K Buy
+1,607
New +$243K 0.03% 234

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Kathmere Capital Management's UPS Position: Q2 2026 in Review

Kathmere Capital Management increased its United Parcel Service (UPS) stake by 19% in Q2 2026, buying an estimated $89.3K and bringing the position to 5,359 shares worth $576K. The position accounts for 0.03% of the portfolio, ranked #368.

Kathmere Capital Management first reported a position in UPS in Q4 2023 and has held it in 8 quarters since. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Kathmere Capital Management held 5,359 shares of United Parcel Service worth $576K as of Q2 2026.
  • Kathmere Capital Management bought 859 United Parcel Service shares in Q2 2026, an estimated $89.3K.
  • United Parcel Service made up 0.03% of Kathmere Capital Management's portfolio in Q2 2026, its #368 holding.
  • Kathmere Capital Management first reported a position in United Parcel Service in Q4 2023 and has held it in 8 quarters since.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.