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Affinity Investment Advisors’s PACCAR PCAR Stock Holding History

Affinity Investment Advisors’s Portfolio PCAR Stock Details PCAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,412
Closed -$624K – 153
2025
Q1 		$624K Sell
6,412
-3,682
-36% -$388K 0.51% 69
2024
Q4 		$1.05M Sell
10,094
-6,377
-39% -$698K 0.88% 40
2024
Q3 		$1.63M Sell
16,471
-97
-0.6% -$9.48K 1.12% 30
2024
Q2 		$1.71M Buy
16,568
+299
+2% +$33K 1.28% 27
2024
Q1 		$2.02M Sell
16,269
-45
-0.3% -$4.83K 1.47% 19
2023
Q4 		$1.59M Buy
16,314
+73
+0.4% +$6.56K 1.08% 24
2023
Q3 		$1.38M Sell
16,241
-1,494
-8% -$127K 0.89% 32
2023
Q2 		$1.48M Buy
17,735
+197
+1% +$14.6K 0.86% 36
2023
Q1 		$1.28M Sell
17,538
-8,178
-32% -$585K 0.69% 42
2022
Q4 		$1.7M Buy
+25,716
New +$1.68M 0.78% 41
2021
Q1 		– Sell
-4,230
Closed -$243K – 160
2020
Q4 		$243K Hold
4,230
– – 0.1% 142
2020
Q3 		$240K Hold
4,230
– – 0.11% 134
2020
Q2 		$211K Sell
4,230
-70,779
-94% -$3.31M 0.1% 134
2020
Q1 		$3.06M Sell
75,009
-9,983
-12% -$470K 1.56% 18
2019
Q4 		$4.48M Sell
84,992
-21,868
-20% -$1.12M 1.63% 17
2019
Q3 		$4.99M Buy
106,860
+610
+0.6% +$27.8K 1.57% 21
2019
Q2 		$5.08M Sell
106,250
-47,878
-31% -$2.22M 1.46% 27
2019
Q1 		$7M Buy
+154,128
New +$6.71M 1.44% 32
2016
Q1 		– Sell
-509,234
Closed -$16.1M – 170
2015
Q4 		$16.1M Sell
509,234
-26,197
-5% -$893K 1.38% 33
2015
Q3 		$18.6M Buy
535,431
+530,164
+10,066% +$21.5M 1.7% 13
2015
Q2 		$224K Hold
5,267
– – 0.02% 133
2015
Q1 		$222K Hold
5,267
– – 0.02% 114
2014
Q4 		$239K Buy
+5,267
New +$227K 0.02% 110

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Affinity Investment Advisors's PCAR Position: Q2 2025 in Review

Affinity Investment Advisors sold out of PACCAR (PCAR) in Q2 2025, closing a stake of 6,412 shares — an estimated $624K sold.

Affinity Investment Advisors first reported a position in PCAR in Q4 2014 and held it in 23 quarters. The position peaked at $18.6M in Q3 2015. 968 funds tracked by Wall St. Rank hold PCAR as of Q2 2025.

  • Affinity Investment Advisors reported no remaining PACCAR position as of Q2 2025 after selling out during the quarter.
  • Affinity Investment Advisors sold 6,412 PACCAR shares in Q2 2025, an estimated $624K.
  • Affinity Investment Advisors first reported a position in PACCAR in Q4 2014 and held it in 23 quarters.
  • Affinity Investment Advisors's PACCAR position peaked at $18.6M in Q3 2015.
  • 968 funds tracked by Wall St. Rank held PACCAR as of Q2 2025.

Based on Affinity Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.