MCFP
UPS icon

McCarley & Cook Financial Planners’s United Parcel Service UPS Stock Holding History

McCarley & Cook Financial Planners’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
Q3 		$1.12K Hold
12
– – ﹤0.01% 249
2026
Q2 		$1.29K Hold
12
– – ﹤0.01% 232
2026
Q1 		$1.18K Hold
12
– – ﹤0.01% 239
2025
Q4 		$1.19K Buy
+12
New +$1.12K ﹤0.01% 237

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

McCarley & Cook Financial Planners's UPS Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its United Parcel Service (UPS) position steady in Q3 2026 at 12 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

McCarley & Cook Financial Planners first reported a position in UPS in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.29K in Q2 2026. 544 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • McCarley & Cook Financial Planners held 12 shares of United Parcel Service worth $1.12K as of Q3 2026.
  • McCarley & Cook Financial Planners left its United Parcel Service share count unchanged in Q3 2026.
  • United Parcel Service made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #249 holding.
  • McCarley & Cook Financial Planners first reported a position in United Parcel Service in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's United Parcel Service position peaked at $1.29K in Q2 2026.
  • 544 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.