Luther King Capital Management (LKCM)
UPS icon

Luther King Capital Management (LKCM)’s United Parcel Service UPS Stock Holding History

Luther King Capital Management (LKCM)’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
Q1 		$563K Sell
5,718
-1,069
-16% -$115K ﹤0.01% 465
2025
Q4 		$673K Buy
+6,787
New +$635K ﹤0.01% 450
2025
Q1 		– Sell
-7,045
Closed -$888K – 612
2024
Q4 		$888K Sell
7,045
-238
-3% -$31.3K ﹤0.01% 413
2024
Q3 		$993K Sell
7,283
-2,643
-27% -$347K ﹤0.01% 407
2024
Q2 		$1.36M Sell
9,926
-5,817
-37% -$833K 0.01% 360
2024
Q1 		$2.34M Buy
15,743
+1,566
+11% +$238K 0.01% 304
2023
Q4 		$2.23M Sell
14,177
-2,833
-17% -$428K 0.01% 306
2023
Q3 		$2.65M Sell
17,010
-4,390
-21% -$758K 0.01% 281
2023
Q2 		$3.84M Sell
21,400
-2,480
-10% -$440K 0.02% 243
2023
Q1 		$4.63M Sell
23,880
-1,392
-6% -$255K 0.02% 200
2022
Q4 		$4.39M Buy
25,272
+109
+0.4% +$18.9K 0.02% 201
2022
Q3 		$4.07M Sell
25,163
-186
-0.7% -$35.2K 0.02% 199
2022
Q2 		$4.63M Buy
25,349
+1,849
+8% +$337K 0.03% 188
2022
Q1 		$5.04M Sell
23,500
-629
-3% -$134K 0.02% 197
2021
Q4 		$5.17M Sell
24,129
-602
-2% -$122K 0.02% 204
2021
Q3 		$4.5M Sell
24,731
-871
-3% -$172K 0.02% 217
2021
Q2 		$5.32M Buy
25,602
+7,635
+42% +$1.53M 0.03% 204
2021
Q1 		$3.05M Sell
17,967
-64
-0.4% -$10.4K 0.02% 246
2020
Q4 		$3.04M Sell
18,031
-491
-3% -$82.9K 0.02% 234
2020
Q3 		$3.09M Buy
18,522
+1,121
+6% +$163K 0.02% 205
2020
Q2 		$1.94M Buy
17,401
+849
+5% +$84.8K 0.01% 243
2020
Q1 		$1.55M Sell
16,552
-4,446
-21% -$461K 0.01% 243
2019
Q4 		$2.46M Sell
20,998
-2,199
-9% -$260K 0.02% 265
2019
Q3 		$2.78M Hold
23,197
– – 0.02% 235
2019
Q2 		$2.4M Sell
23,197
-6,480
-22% -$674K 0.02% 255
2019
Q1 		$3.32M Sell
29,677
-11,150
-27% -$1.18M 0.03% 205
2018
Q4 		$3.98M Sell
40,827
-243
-0.6% -$26.3K 0.04% 188
2018
Q3 		$4.79M Sell
41,070
-4,080
-9% -$480K 0.04% 192
2018
Q2 		$4.8M Sell
45,150
-4,130
-8% -$464K 0.04% 186
2018
Q1 		$5.16M Sell
49,280
-855
-2% -$98.8K 0.04% 179
2017
Q4 		$5.97M Sell
50,135
-2,715
-5% -$319K 0.05% 180
2017
Q3 		$6.35M Buy
52,850
+6,160
+13% +$700K 0.06% 169
2017
Q2 		$5.16M Sell
46,690
-1,072
-2% -$115K 0.05% 186
2017
Q1 		$5.13M Buy
47,762
+1,161
+2% +$127K 0.05% 203
2016
Q4 		$5.34M Sell
46,601
-1,600
-3% -$180K 0.05% 212
2016
Q3 		$5.27M Buy
48,201
+230
+0.5% +$25.1K 0.05% 221
2016
Q2 		$5.17M Buy
47,971
+3,795
+9% +$395K 0.05% 232
2016
Q1 		$4.66M Sell
44,176
-77
-0.2% -$7.48K 0.05% 239
2015
Q4 		$4.26M Sell
44,253
-400
-0.9% -$40.9K 0.04% 258
2015
Q3 		$4.41M Sell
44,653
-10,999
-20% -$1.09M 0.04% 256
2015
Q2 		$5.39M Sell
55,652
-700
-1% -$69.5K 0.05% 255
2015
Q1 		$5.46M Sell
56,352
-8,613
-13% -$884K 0.05% 257
2014
Q4 		$7.22M Sell
64,965
-1,750
-3% -$185K 0.06% 248
2014
Q3 		$6.56M Sell
66,715
-3,212
-5% -$319K 0.05% 265
2014
Q2 		$7.18M Sell
69,927
-4,019
-5% -$404K 0.06% 257
2014
Q1 		$7.2M Sell
73,946
-4,279
-5% -$417K 0.06% 259
2013
Q4 		$8.22M Sell
78,225
-5,050
-6% -$497K 0.07% 260
2013
Q3 		$7.61M Buy
83,275
+8,685
+12% +$763K 0.07% 260
2013
Q2 		$6.45M Buy
+74,590
New +$6.4M 0.06% 259

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Luther King Capital Management (LKCM)'s UPS Position: Q1 2026 in Review

Luther King Capital Management (LKCM) reduced its United Parcel Service (UPS) stake by 16% in Q1 2026, selling an estimated $115K and leaving 5,718 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Luther King Capital Management (LKCM) first reported a position in UPS in Q2 2013 and has held it in 49 quarters since. The position peaked at $8.22M in Q4 2013. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Luther King Capital Management (LKCM) held 5,718 shares of United Parcel Service worth $563K as of Q1 2026.
  • Luther King Capital Management (LKCM) sold 1,069 United Parcel Service shares in Q1 2026, an estimated $115K.
  • United Parcel Service made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q1 2026, its #465 holding.
  • Luther King Capital Management (LKCM) first reported a position in United Parcel Service in Q2 2013 and has held it in 49 quarters since.
  • Luther King Capital Management (LKCM)'s United Parcel Service position peaked at $8.22M in Q4 2013.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.