PK
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Pflug Koory’s United Parcel Service UPS Stock Holding History

Pflug Koory’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 		$336K Sell
3,122
-50
-2% -$5.2K 0.13% 125
2026
Q1 		$312K Hold
3,172
– – 0.14% 127
2025
Q4 		$315K Hold
3,172
– – 0.15% 124
2025
Q3 		$265K Buy
3,172
+100
+3% +$9.06K 0.13% 138
2025
Q2 		$310K Hold
3,072
– – 0.16% 124
2025
Q1 		$338K Hold
3,072
– – 0.19% 117
2024
Q4 		$387K Sell
3,072
-215
-7% -$28.3K 0.2% 109
2024
Q3 		$448K Buy
+3,287
New +$432K 0.22% 94
2024
Q1 		$526K Buy
3,536
+16
+0.5% +$2.43K 0.26% 84
2023
Q4 		$553K Hold
3,520
– – 0.29% 80
2023
Q3 		$549K Buy
3,520
+22
+0.6% +$3.8K 0.32% 77
2023
Q2 		$627K Sell
3,498
-100
-3% -$17.8K 0.32% 81
2023
Q1 		$698K Hold
3,598
– – 0.38% 74
2022
Q4 		$625K Sell
3,598
-25
-0.7% -$4.33K 0.35% 76
2022
Q3 		$585K Hold
3,623
– – 0.36% 77
2022
Q2 		$661K Hold
3,623
– – 0.38% 75
2022
Q1 		$777K Hold
3,623
– – 0.39% 75
2021
Q4 		$777K Sell
3,623
-85
-2% -$17.3K 0.39% 72
2021
Q3 		$675K Hold
3,708
– – 0.37% 79
2021
Q2 		$771K Sell
3,708
-145
-4% -$29K 0.4% 75
2021
Q1 		$655K Sell
3,853
-12
-0.3% -$1.94K 0.36% 81
2020
Q4 		$651K Sell
3,865
-25
-0.6% -$4.22K 0.39% 74
2020
Q3 		$648K Hold
3,890
– – 0.44% 65
2020
Q2 		$432K Hold
3,890
– – 0.32% 84
2020
Q1 		$363K Buy
3,890
+35
+0.9% +$3.63K 0.32% 80
2019
Q4 		$451K Hold
3,855
– – 0.32% 83
2019
Q3 		$462K Sell
3,855
-10
-0.3% -$1.14K 0.35% 78
2019
Q2 		$399K Sell
3,865
-80
-2% -$8.32K 0.31% 88
2019
Q1 		$441K Sell
3,945
-50
-1% -$5.3K 0.35% 81
2018
Q4 		$390K Buy
3,995
+50
+1% +$5.42K 0.33% 84
2018
Q3 		$461K Hold
3,945
– – 0.37% 81
2018
Q2 		$419K Hold
3,945
– – 0.33% 93
2018
Q1 		$413K Buy
3,945
+250
+7% +$28.9K 0.34% 89
2017
Q4 		$440K Sell
3,695
-200
-5% -$23.5K 0.35% 92
2017
Q3 		$468K Hold
3,895
– – 0.38% 86
2017
Q2 		$431K Buy
3,895
+1,000
+35% +$107K 0.36% 88
2017
Q1 		$418K Sell
2,895
-1,025
-26% -$112K 0.37% 87
2016
Q4 		$449 Buy
+3,920
New +$442K 0.39% 81

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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Pflug Koory's UPS Position: Q2 2026 in Review

Pflug Koory reduced its United Parcel Service (UPS) stake by 1.6% in Q2 2026, selling an estimated $5.2K and leaving 3,122 shares worth $336K. The position accounts for 0.13% of the portfolio, ranked #125.

Pflug Koory first reported a position in UPS in Q4 2016 and has held it in 38 quarters since. The position peaked at $777K in Q1 2022. 518 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Pflug Koory held 3,122 shares of United Parcel Service worth $336K as of Q2 2026.
  • Pflug Koory sold 50 United Parcel Service shares in Q2 2026, an estimated $5.2K.
  • United Parcel Service made up 0.13% of Pflug Koory's portfolio in Q2 2026, its #125 holding.
  • Pflug Koory first reported a position in United Parcel Service in Q4 2016 and has held it in 38 quarters since.
  • Pflug Koory's United Parcel Service position peaked at $777K in Q1 2022.
  • 518 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Pflug Koory's 13F filing for Q2 2026, filed 21 Jul 2026.