Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionShelton Capital Management
Latest Disclosed Ownership206,419 shares
Latest Disclosed Value $ 22,646,200
Shelton Capital Management reports 50.18% decrease in ownership of AFL / Aflac Incorporated

On May 15, 2026 - Shelton Capital Management filed a 13F-HR form disclosing ownership of 206,419 shares of Aflac Incorporated (MX:AFL) valued at $22,646,200 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 414,369 shares of Aflac Incorporated. This represents a change in shares of -50.18% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F AFLAC COM 001055102 206,419 -207,950 -50.18 22,646 -50.44 0.4953
2026-02-17 2025-12-31 13F AFLAC COM 001055102 414,369 226,775 120.89 45,693 118.06 0.9020
2025-11-14 2025-09-30 13F AFLAC COM 001055102 187,594 8,707 4.87 20,954 11.07 0.4487
2025-08-13 2025-06-30 13F AFLAC COM 001055102 178,887 -154,322 -46.31 18,865 -49.08 0.4340
2025-05-15 2025-03-31 13F AFLAC COM 001055102 333,209 207,708 165.50 37,050 185.41 0.8826
2025-02-13 2024-12-31 13F AFLAC COM 001055102 125,501 70,001 126.13 12,982 109.24 0.3231
2024-11-14 2024-09-30 13F AFLAC COM 001055102 55,500 31,254 128.90 6,205 186.56 0.1593
2024-08-13 2024-06-30 13F AFLAC COM 001055102 24,246 21,100 670.69 2,165 701.85 0.0588
2024-05-15 2024-03-31 13F AFLAC COM 001055102 3,146 0 0.00 270 4.25 0.0077
2024-02-14 2023-12-31 13F AFLAC COM 001055102 3,146 -303 -8.79 260 -1.89 0.0082
2023-11-14 2023-09-30 13F AFLAC COM 001055102 3,449 -14,000 -80.23 265 -78.31 0.0097
2023-08-10 2023-06-30 13F AFLAC COM 001055102 17,449 -14,000 -44.52 1,218 -40.02 0.0437
2023-05-11 2023-03-31 13F AFLAC COM 001055102 31,449 3,449 12.32 2,029 0.74 0.0845
2023-02-13 2022-12-31 13F AFLAC COM 001055102 28,000 -29,241 -51.08 2,014 -37.40 0.2110
2022-11-14 2022-09-30 13F AFLAC COM 001055102 57,241 -28,825 -33.49 3,217 -32.44 0.1530
2022-08-11 2022-06-30 13F AFLAC COM 001055102 86,066 36,000 71.91 4,762 47.70 0.2142
2022-05-12 2022-03-31 13F AFLAC COM 001055102 50,066 46,000 1,131.33 3,224 1,260.34 0.1190
2022-02-11 2021-12-31 13F AFLAC COM 001055102 4,066 0 0.00 237 11.79 0.0084
2021-11-15 2021-09-30 13F AFLAC COM 001055102 4,066 -312 -7.13 212 -9.79 0.0083
2021-08-12 2021-06-30 13F AFLAC COM 001055102 4,378 0 0.00 235 4.91 0.0089
2021-05-14 2021-03-31 13F AFLAC COM 001055102 4,378 4,378 224 0.0078
2021-02-16 2020-12-31 13F AFLAC COM 001055102 0 -92,090 -100.00 0 -100.00
2020-11-09 2020-09-30 13F AFLAC COM 001055102 92,090 -9,238 -9.12 3,347 -8.33 0.1386
2020-08-12 2020-06-30 13F AFLAC COM 001055102 101,328 -6,000 -5.59 3,651 -0.65 0.2011
2020-05-13 2020-03-31 13F AFLAC COM 001055102 107,328 102,100 1,952.95 3,675 1,226.71 0.2664
2020-02-11 2019-12-31 13F AFLAC COM 001055102 5,228 -633 -10.80 277 -9.77 0.0153
2019-11-13 2019-09-30 13F AFLAC COM 001055102 5,861 0 0.00 307 -4.36 0.0181
2019-08-14 2019-06-30 13F AFLAC COM 001055102 5,861 5,516 1,598.84 321 -95.34 0.0185
2019-05-10 2019-03-31 13F AFLAC COM 001055102 345 -6,545 -94.99 6,890 2,094.27 0.0272
2019-01-31 2018-12-31 13F AFLAC COM 001055102 6,890 0 0.00 314 -3.09 0.0214
2018-11-14 2018-09-30 13F AFLAC COM 001055102 6,890 0 0.00 324 9.46 0.0185
2018-08-10 2018-06-30 13F AFLAC COM 001055102 6,890 0 0.00 296 -1.99 0.0184
2018-05-15 2018-03-31 13F AFLAC COM 001055102 6,890 3,445 100.00 302 0.00 0.0198
2018-02-06 2017-12-31 13F AFLAC COM 001055102 3,445 -1,800 -34.32 302 -29.27 0.0194
2017-11-28 2017-09-30 13F/A-1 AFLAC COM 001055102 5,245 -64,900 -92.52 427 -92.16 0.0288
2017-08-14 2017-06-30 13F AFLAC COM 001055102 70,145 11,906 20.44 5,449 29.18 0.3850
2017-11-28 2017-03-31 13F/A-1 AFLAC COM 001055102 58,239 17,200 41.91 4,218 47.69 0.2921
2017-05-15 2017-03-31 13F AFLAC COM 001055102 58,239 17,200 4,218
2017-11-28 2016-12-31 13F/A-2 AFLAC COM 001055102 41,039 25,800 169.30 2,856 160.82 0.2175
2017-02-16 2016-12-31 13F/A-1 AFLAC COM 001055102 41,039 0 2,856 0.2507
2017-02-13 2016-12-31 13F AFLAC COM 001055102 41,039 2,856
2017-12-06 2016-09-30 13F/A-2 AFLAC COM 001055102 15,239 3,994 35.52 1,095 35.02 0.0914
2017-12-04 2016-09-30 13F/A-1 AFLAC COM 001055102 41,039 25,800 2,856 0.1820
2016-11-14 2016-09-30 13F AFLAC COM 001055102 15,239 3,994 1,095
2016-08-01 2016-06-30 13F AFLAC COM 001055102 11,245 7,200 178.00 811 218.04 0.0715
2016-05-13 2016-03-31 13F AFLAC COM 001055102 4,045 -200 -4.71 255 0.39 0.0231
2016-02-01 2015-12-31 13F AFLAC COM 001055102 4,245 200 4.94 254 8.09 0.0246
2015-11-02 2015-09-30 13F AFLAC COM 001055102 4,045 -2,500 -38.20 235 -42.26 0.0259
2015-08-11 2015-06-30 13F AFLAC COM 001055102 6,545 0 0.00 407 -2.86 0.0421
2015-05-12 2015-03-31 13F AFLAC COM 001055102 6,545 400 6.51 419 11.73 0.0453
2015-02-10 2014-12-31 13F AFLAC COM 001055102 6,145 0 0.00 375 4.75 0.0437
2014-10-15 2014-09-30 13F AFLAC COM 001055102 6,145 2,700 78.37 358 67.29 0.0481
2014-07-25 2014-06-30 13F AFLAC COM 001055102 3,445 0 0.00 214 -1.38 0.0299
2014-04-14 2014-03-31 13F AFLAC COM 001055102 3,445 0 0.00 217 -5.65 0.0318
2014-01-22 2013-12-31 13F AFLAC COM 001055102 3,445 0 0.00 230 7.48 0.0348
2013-10-16 2013-09-30 13F AFLAC COM 001055102 3,445 -200 -5.49 214 0.94 0.0358
2013-07-10 2013-06-30 13F AFLAC COM 001055102 3,645 3,645 212 0.0387
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.