Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
COLONIAL TRUST ADVISORS 02-13-2024 12-31-2023 912 942,507,468
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MCDONALDS CORP COM Stock 101 $5,168,773 17,432 0.00 0.00 -780 -4.28 12-31-2023
ZOETIS INC CL A Stock 102 $5,037,243 25,522 0.00 0.00 3,158 14.12 12-31-2023
FEDEX CORP COM Stock 103 $4,811,719 19,021 0.00 0.00 1,057 5.88 12-31-2023
EDWARDS LIFESCIENCES CORP COM Stock 104 $4,489,371 58,877 0.00 0.00 58,287 9879.15 12-31-2023
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