AWE
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Avidian Wealth Enterprises’s Packaging Corp of America PKG Stock Holding History

Avidian Wealth Enterprises’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
2026
Q3 		$484K Buy
2,110
+63
+3% +$15.1K 0.01% 491
2026
Q2 		$488K Buy
2,047
+32
+2% +$7.01K 0.01% 483
2026
Q1 		$428K Buy
2,015
+332
+20% +$74K 0.01% 467
2025
Q4 		$347K Buy
1,683
+168
+11% +$34.2K 0.01% 447
2025
Q3 		$330K Buy
1,515
+114
+8% +$23.5K 0.01% 450
2025
Q2 		$264K Buy
1,401
+93
+7% +$17.6K 0.01% 463
2025
Q1 		$259K Buy
1,308
+75
+6% +$16K 0.01% 446
2024
Q4 		$278K Buy
1,233
+175
+17% +$40.5K 0.01% 417
2024
Q3 		$228K Buy
+1,058
New +$210K 0.01% 458

Other funds holding PKG

NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GCL
Gouws Capital LLC Charlotte, North Carolina $212M AUM 34.97% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

Avidian Wealth Enterprises's PKG Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Packaging Corp of America (PKG) stake by 3.1% in Q3 2026, buying an estimated $15.1K and bringing the position to 2,110 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #491.

Avidian Wealth Enterprises first reported a position in PKG in Q3 2024 and has held it in 9 quarters since. The position peaked at $488K in Q2 2026. 36 funds tracked by Wall St. Rank hold PKG as of Q3 2026.

  • Avidian Wealth Enterprises held 2,110 shares of Packaging Corp of America worth $484K as of Q3 2026.
  • Avidian Wealth Enterprises bought 63 Packaging Corp of America shares in Q3 2026, an estimated $15.1K.
  • Packaging Corp of America made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #491 holding.
  • Avidian Wealth Enterprises first reported a position in Packaging Corp of America in Q3 2024 and has held it in 9 quarters since.
  • Avidian Wealth Enterprises's Packaging Corp of America position peaked at $488K in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.