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Cape Investment Advisory’s PACCAR PCAR Stock Holding History

Cape Investment Advisory’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
2026
Q2 		$69.5K Buy
+579
New +$68.3K 0.02% 409
2026
Q1 		– Sell
-64
Closed -$7.01K – 899
2025
Q4 		$7.01K Buy
64
+25
+64% +$2.56K ﹤0.01% 827
2025
Q3 		$3.83K Buy
39
+29
+290% +$2.86K ﹤0.01% 568
2025
Q2 		$951 Hold
10
– – ﹤0.01% 1038
2025
Q1 		$974 Sell
10
-2
-17% -$211 ﹤0.01% 973
2024
Q4 		$1.25K Buy
+12
New +$1.31K ﹤0.01% 935
2023
Q2 		– Sell
-172
Closed -$12.6K – 962
2023
Q1 		$12.6K Buy
+172
New +$12.3K 0.01% 502

Other funds holding PCAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cape Investment Advisory's PCAR Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in PACCAR (PCAR) in Q2 2026: 579 shares worth $69.5K. The stake represents 0.02% of the portfolio and ranks #409 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in PCAR as recently as Q4 2025.

Cape Investment Advisory first reported a position in PCAR in Q1 2023 and has held it in 7 quarters since. 1,091 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Cape Investment Advisory held 579 shares of PACCAR worth $69.5K as of Q2 2026.
  • PACCAR was a new Cape Investment Advisory position in Q2 2026.
  • PACCAR made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #409 holding.
  • Cape Investment Advisory first reported a position in PACCAR in Q1 2023 and has held it in 7 quarters since.
  • 1,091 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.