MP
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McDonald Partners’s United Parcel Service UPS Stock Holding History

McDonald Partners’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 		$1.53M Sell
14,207
-119
-0.8% -$12.4K 0.37% 79
2026
Q1 		$1.41M Sell
14,326
-193
-1% -$20.7K 0.33% 84
2025
Q4 		$1.44M Sell
14,519
-689
-5% -$64.4K 0.45% 64
2025
Q3 		$1.27M Sell
15,208
-5,186
-25% -$470K 0.38% 73
2025
Q2 		$2.06M Sell
20,394
-5,606
-22% -$552K 0.49% 57
2025
Q1 		$2.86M Buy
26,000
+1,588
+7% +$190K 0.75% 36
2024
Q4 		$3.08M Buy
24,412
+669
+3% +$88K 0.79% 36
2024
Q3 		$3.24M Sell
23,743
-2,068
-8% -$272K 0.81% 34
2024
Q2 		$3.53M Buy
25,811
+5,212
+25% +$746K 0.95% 28
2024
Q1 		$3.06M Sell
20,599
-964
-4% -$147K 0.84% 34
2023
Q4 		$3.39M Buy
21,563
+3,972
+23% +$601K 1.01% 25
2023
Q3 		$2.74M Sell
17,591
-62
-0.4% -$10.7K 0.89% 32
2023
Q2 		$3.16M Sell
17,653
-1
-0% -$178 0.97% 25
2023
Q1 		$3.42M Buy
17,654
+33
+0.2% +$6.05K 1.11% 20
2022
Q4 		$3.06M Buy
17,621
+193
+1% +$33.4K 1.05% 22
2022
Q3 		$2.81M Buy
17,428
+9
+0.1% +$1.7K 1.07% 22
2022
Q2 		$3.18M Sell
17,419
-1,395
-7% -$254K 0.81% 30
2022
Q1 		$4.04M Buy
+18,814
New +$4M 0.88% 26
2021
Q4 		– Sell
-18,199
Closed -$3.31M – 714
2021
Q3 		$3.31M Buy
18,199
+268
+1% +$52.9K 0.78% 33
2021
Q2 		$3.73M Buy
17,931
+301
+2% +$60.2K 0.88% 29
2021
Q1 		$3M Buy
17,630
+1,879
+12% +$304K 0.77% 34
2020
Q4 		$2.65M Buy
+15,751
New +$2.66M 0.75% 36

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

McDonald Partners's UPS Position: Q2 2026 in Review

McDonald Partners reduced its United Parcel Service (UPS) stake by 0.83% in Q2 2026, selling an estimated $12.4K and leaving 14,207 shares worth $1.53M. The position accounts for 0.37% of the portfolio, ranked #79.

McDonald Partners first reported a position in UPS in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.04M in Q1 2022. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • McDonald Partners held 14,207 shares of United Parcel Service worth $1.53M as of Q2 2026.
  • McDonald Partners sold 119 United Parcel Service shares in Q2 2026, an estimated $12.4K.
  • United Parcel Service made up 0.37% of McDonald Partners's portfolio in Q2 2026, its #79 holding.
  • McDonald Partners first reported a position in United Parcel Service in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's United Parcel Service position peaked at $4.04M in Q1 2022.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.