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Capital Advisors Wealth Management’s PACCAR PCAR Stock Holding History

Capital Advisors Wealth Management’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
Q3 		$293K Buy
2,667
+7
+0.3% +$876 0.03% 193
2026
Q2 		$320K Buy
2,660
+6
+0.2% +$708 0.04% 181
2026
Q1 		$306K Buy
2,654
+6
+0.2% +$725 0.04% 167
2025
Q4 		$290K Sell
2,648
-397
-13% -$40.7K 0.04% 174
2025
Q3 		$299K Buy
3,045
+14
+0.5% +$1.38K 0.04% 167
2025
Q2 		$288K Buy
3,031
+7
+0.2% +$647 0.05% 156
2025
Q1 		$294K Sell
3,024
-242
-7% -$25.5K 0.05% 144
2024
Q4 		$340K Sell
3,266
-90
-3% -$9.85K 0.06% 123
2024
Q3 		$331K Buy
3,356
+211
+7% +$20.6K 0.06% 121
2024
Q2 		$324K Buy
3,145
+108
+4% +$11.9K 0.06% 115
2024
Q1 		$376K Buy
3,037
+257
+9% +$27.6K 0.08% 103
2023
Q4 		$271K Buy
+2,780
New +$250K 0.06% 118

Other funds holding PCAR

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Capital Advisors Wealth Management's PCAR Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its PACCAR (PCAR) stake by 0.26% in Q3 2026, buying an estimated $876 and bringing the position to 2,667 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #193.

Capital Advisors Wealth Management first reported a position in PCAR in Q4 2023 and has held it in 12 quarters since. The position peaked at $376K in Q1 2024. 46 funds tracked by Wall St. Rank hold PCAR as of Q3 2026.

  • Capital Advisors Wealth Management held 2,667 shares of PACCAR worth $293K as of Q3 2026.
  • Capital Advisors Wealth Management bought 7 PACCAR shares in Q3 2026, an estimated $876.
  • PACCAR made up 0.03% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #193 holding.
  • Capital Advisors Wealth Management first reported a position in PACCAR in Q4 2023 and has held it in 12 quarters since.
  • Capital Advisors Wealth Management's PACCAR position peaked at $376K in Q1 2024.
  • 46 funds tracked by Wall St. Rank held PACCAR as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.