Appian Way Asset Management’s Packaging Corp of America PKG Stock Holding History

Appian Way Asset Management’s Portfolio PKG Stock Details PKG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12,784	Closed	-$2.79M	–	25
2025 Q3	$2.79M	Buy	+12,784	New	+$2.64M	0.5%	23
2025 Q2	–	Sell	-50,880	Closed	-$10.1M	–	34
2025 Q1	$10.1M	Buy	+50,880	New	+$10.9M	2.26%	12
2021 Q4	–	Sell	-36,500	Closed	-$5.02M	–	43
2021 Q3	$5.02M	Sell	36,500 -8,900	-20%	-$1.27M	2.13%	17
2021 Q2	$6.15M	Buy	+45,400	New	+$6.53M	4.1%	8
2020 Q4	–	Sell	-89,766	Closed	-$9.79M	–	76
2020 Q3	$9.79M	Buy	+89,766	New	+$9.18M	4.43%	7
2020 Q2	–	Sell	-35,200	Closed	-$3.06M	–	63
2020 Q1	$3.06M	Buy	+35,200	New	+$3.41M	2.24%	19

Other funds holding PKG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Appian Way Asset Management's PKG Position: Q4 2025 in Review

Appian Way Asset Management sold out of Packaging Corp of America (PKG) in Q4 2025, closing a stake of 12,784 shares — an estimated $2.79M sold.

Appian Way Asset Management first reported a position in PKG in Q1 2020 and held it in 6 quarters. The position peaked at $10.1M in Q1 2025. 866 funds tracked by Wall St. Rank hold PKG as of Q4 2025.

Appian Way Asset Management reported no remaining Packaging Corp of America position as of Q4 2025 after selling out during the quarter.
Appian Way Asset Management sold 12,784 Packaging Corp of America shares in Q4 2025, an estimated $2.79M.
Appian Way Asset Management first reported a position in Packaging Corp of America in Q1 2020 and held it in 6 quarters.
Appian Way Asset Management's Packaging Corp of America position peaked at $10.1M in Q1 2025.
866 funds tracked by Wall St. Rank held Packaging Corp of America as of Q4 2025.

Based on Appian Way Asset Management's 13F filing for Q4 2025.