KTC
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Kentucky Trust Company’s United Parcel Service UPS Stock Holding History

Kentucky Trust 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 		$487K Buy
4,531
+3
+0.1% +$312 0.23% 78
2026
Q1 		$445K Buy
4,528
+375
+9% +$40.2K 0.23% 82
2025
Q4 		$412K Buy
4,153
+200
+5% +$18.7K 0.22% 84
2025
Q3 		$330K Buy
3,953
+380
+11% +$34.4K 0.18% 92
2025
Q2 		$361K Buy
3,573
+100
+3% +$9.84K 0.21% 87
2025
Q1 		$382K Sell
3,473
-30
-0.9% -$3.59K 0.23% 86
2024
Q4 		$442K Buy
+3,503
New +$461K 0.26% 79

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Kentucky Trust Company's UPS Position: Q2 2026 in Review

Kentucky Trust Company increased its United Parcel Service (UPS) stake by 0.07% in Q2 2026, buying an estimated $312 and bringing the position to 4,531 shares worth $487K. The position accounts for 0.23% of the portfolio, ranked #78.

Kentucky Trust Company first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Kentucky Trust Company held 4,531 shares of United Parcel Service worth $487K as of Q2 2026.
  • Kentucky Trust Company bought 3 United Parcel Service shares in Q2 2026, an estimated $312.
  • United Parcel Service made up 0.23% of Kentucky Trust Company's portfolio in Q2 2026, its #78 holding.
  • Kentucky Trust Company first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Kentucky Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.