Carolina Wealth Advisors’s PACCAR PCAR Stock Holding History

Carolina Wealth Advisors’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
2025 Q3	–	Sell	-58	Closed	-$5.51K	–	278
2025 Q2	$5.51K	Hold	58	–	–	﹤0.01%	179
2025 Q1	$5.65K	Hold	58	–	–	﹤0.01%	185
2024 Q4	$6.03K	Sell	58 -6,775	-99%	-$741K	﹤0.01%	181
2024 Q3	$674K	Sell	6,833 -569	-8%	-$55.6K	0.34%	39
2024 Q2	$762K	Buy	7,402 +798	+12%	+$88K	0.37%	35
2024 Q1	$818K	Sell	6,604 -14	-0.2%	-$1.5K	0.44%	30
2023 Q4	$646K	Sell	6,618 -111	-2%	-$9.97K	0.33%	41
2023 Q3	$572K	Buy	+6,729	New	+$572K	0.32%	46

Other funds holding PCAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carolina Wealth Advisors's PCAR Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of PACCAR (PCAR) in Q3 2025, closing a stake of 58 shares — an estimated $5.51K sold.

Carolina Wealth Advisors first reported a position in PCAR in Q3 2023 and held it in 8 quarters. The position peaked at $818K in Q1 2024. 976 funds tracked by Wall St. Rank hold PCAR as of Q3 2025.

Carolina Wealth Advisors reported no remaining PACCAR position as of Q3 2025 after selling out during the quarter.
Carolina Wealth Advisors sold 58 PACCAR shares in Q3 2025, an estimated $5.51K.
Carolina Wealth Advisors first reported a position in PACCAR in Q3 2023 and held it in 8 quarters.
Carolina Wealth Advisors's PACCAR position peaked at $818K in Q1 2024.
976 funds tracked by Wall St. Rank held PACCAR as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.