Capital Planning’s PACCAR PCAR Stock Holding History

Capital Planning’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	$458K	Hold	4,169	–	–	0.12%	60
2026 Q2	$501K	Hold	4,169	–	–	0.15%	54
2026 Q1	$482K	Hold	4,169	–	–	0.16%	51
2025 Q4	$471K	Hold	4,169	–	–	0.13%	59
2025 Q3	$410K	Hold	4,169	–	–	0.12%	59
2025 Q2	$396K	Hold	4,169	–	–	0.12%	54
2025 Q1	$406K	Sell	4,169 -75	-2%	-$7.91K	0.11%	69
2024 Q4	$454K	Buy	4,244 +60	+1%	+$6.57K	0.12%	66
2024 Q3	$413K	Buy	4,184 +15	+0.4%	+$1.47K	0.12%	67
2024 Q2	$429K	Hold	4,169	–	–	0.13%	59
2024 Q1	$517K	Hold	4,169	–	–	0.17%	52
2023 Q4	$420K	Hold	4,169	–	–	0.15%	56
2023 Q3	$354K	Hold	4,169	–	–	0.14%	62
2023 Q2	$349K	Hold	4,169	–	–	0.14%	60
2023 Q1	$305K	Sell	4,169 -1	-0%	-$72	0.13%	64
2022 Q4	$283K	Hold	4,170	–	–	0.13%	69
2022 Q3	$233K	Hold	4,170	–	–	0.13%	57
2022 Q2	$229K	Hold	4,170	–	–	0.12%	56
2022 Q1	$245K	Hold	4,170	–	–	0.1%	57
2021 Q4	$250K	Hold	4,170	–	–	0.09%	64
2021 Q3	$219K	Hold	4,170	–	–	0.09%	68
2021 Q2	$248K	Hold	4,170	–	–	0.11%	63
2021 Q1	$258K	Hold	4,170	–	–	0.11%	58
2020 Q4	$242K	Buy	+4,170	New	+$245K	0.11%	63

Other funds holding PCAR

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Capital Planning's PCAR Position: Q3 2026 in Review

Capital Planning held its PACCAR (PCAR) position steady in Q3 2026 at 4,169 shares worth $458K. The position accounts for 0.12% of the portfolio, ranked #60.

Capital Planning first reported a position in PCAR in Q4 2020 and has held it in 24 quarters since. The position peaked at $517K in Q1 2024. 360 funds tracked by Wall St. Rank hold PCAR as of Q3 2026.

Capital Planning held 4,169 shares of PACCAR worth $458K as of Q3 2026.
Capital Planning left its PACCAR share count unchanged in Q3 2026.
PACCAR made up 0.12% of Capital Planning's portfolio in Q3 2026, its #60 holding.
Capital Planning first reported a position in PACCAR in Q4 2020 and has held it in 24 quarters since.
Capital Planning's PACCAR position peaked at $517K in Q1 2024.
360 funds tracked by Wall St. Rank held PACCAR as of Q3 2026.

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