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Cape Investment Advisory’s Packaging Corp of America PKG Stock Holding History

Cape Investment Advisory’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 		$229 Buy
+1
New +$240 ﹤0.01% 1439
2024
Q1 		– Sell
-20
Closed -$3.26K – 1111
2023
Q4 		$3.26K Buy
+20
New +$3.15K ﹤0.01% 847

Other funds holding PKG

SFS
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Cape Investment Advisory's PKG Position: Q3 2026 in Review

Cape Investment Advisory opened a new position in Packaging Corp of America (PKG) in Q3 2026: 1 share worth $229. The stake represents ﹤0.01% of the portfolio and ranks #1439 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in PKG as recently as Q4 2023.

Cape Investment Advisory first reported a position in PKG in Q4 2023 and has held it in 2 quarters since. The position peaked at $3.26K in Q4 2023. 108 funds tracked by Wall St. Rank hold PKG as of Q3 2026.

  • Cape Investment Advisory held 1 share of Packaging Corp of America worth $229 as of Q3 2026.
  • Packaging Corp of America was a new Cape Investment Advisory position in Q3 2026.
  • Packaging Corp of America made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #1439 holding.
  • Cape Investment Advisory first reported a position in Packaging Corp of America in Q4 2023 and has held it in 2 quarters since.
  • Cape Investment Advisory's Packaging Corp of America position peaked at $3.26K in Q4 2023.
  • 108 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.