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Caerus Investment Advisors’s Packaging Corp of America PKG Stock Holding History

Caerus Investment Advisors’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
-1,978
Closed -$431K – 353
2025
Q3 		$431K Buy
+1,978
New +$408K 0.18% 137

Other funds holding PKG

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Caerus Investment Advisors's PKG Position: Q4 2025 in Review

Caerus Investment Advisors sold out of Packaging Corp of America (PKG) in Q4 2025, closing a stake of 1,978 shares — an estimated $431K sold.

Caerus Investment Advisors first reported a position in PKG in Q3 2025 and held it in 1 quarter. The position peaked at $431K in Q3 2025. 868 funds tracked by Wall St. Rank hold PKG as of Q4 2025.

  • Caerus Investment Advisors reported no remaining Packaging Corp of America position as of Q4 2025 after selling out during the quarter.
  • Caerus Investment Advisors sold 1,978 Packaging Corp of America shares in Q4 2025, an estimated $431K.
  • Caerus Investment Advisors first reported a position in Packaging Corp of America in Q3 2025 and held it in 1 quarter.
  • Caerus Investment Advisors's Packaging Corp of America position peaked at $431K in Q3 2025.
  • 868 funds tracked by Wall St. Rank held Packaging Corp of America as of Q4 2025.

Based on Caerus Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.