SEC 13F Intelligence

Capital Investment Advisors, LLC / UPS

Capital Investment Advisors, LLC’s United Parcel Svcs Inc Position

Does Capital Investment Advisors, LLC own United Parcel Svcs Inc (UPS)? Yes127.6K shares worth $13M (+0.18% of its 13F portfolio) as of Q1 2026, down from 129.9K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
127.6K
% of Portfolio
+0.18%
Quarters Held
30
currently held

Position History UPS

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $7MQ2 ’19: $12MQ3 ’19: $15MQ4 ’19: $15MQ4 ’19Q1 ’20: $13MQ2 ’20: $17MQ3 ’20: $24MQ4 ’20: $24MQ4 ’20Q1 ’21: $24MQ2 ’21: $29MQ3 ’21: $26MQ4 ’21: $31MQ4 ’21Q1 ’22: $30MQ2 ’22: $27MQ3 ’22: $24MQ4 ’22: $26,139Q4 ’22Q1 ’23: $29MQ2 ’23: $27MQ3 ’23: $32MQ4 ’23: $32MQ4 ’23Q1 ’24: $31MQ2 ’24: $28MQ3 ’24: $28MQ4 ’24: $24MQ4 ’24Q1 ’25: $18MQ2 ’25: $16MQ3 ’25: $12MQ4 ’25: $13MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026127.6K$13M+0.18%
Q4 2025129.9K$13M+0.20%
Q3 2025140.4K$12M+0.19%
Q2 2025156.2K$16M+0.28%
Q1 2025163.7K$18M+0.35%
Q4 2024190.7K$24M+0.49%
Q3 2024203.6K$28M+0.57%
Q2 2024206.2K$28M+0.64%
Q1 2024207.0K$31M+0.72%
Q4 2023204.3K$32M+0.81%
Q3 2023205.4K$32M+0.89%
Q2 2023152.2K$27M+0.83%
Q1 2023150.7K$29M+0.86%
Q4 2022150.4K$26,139+0.79%
Q3 2022148.6K$24M+0.82%
Q2 2022145.9K$27M+0.88%
Q1 2022141.2K$30M+0.92%
Q4 2021143.0K$31M+0.94%
Q3 2021142.5K$26M+0.87%
Q2 2021140.2K$29M+1.01%
Q1 2021143.0K$24M+0.92%
Q4 2020143.0K$24M+1.01%
Q3 2020146.5K$24M+1.17%
Q2 2020150.9K$17M+0.87%
Q1 2020142.9K$13M+0.85%
Q4 2019124.1K$15M+0.56%
Q3 2019122.7K$15M+0.77%
Q2 2019112.4K$12M+0.64%
Q1 201959.7K$7M+0.39%
Q4 201849.3K$5M+0.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Investment Advisors, LLC’s full portfolio or all institutional holders of UPS.