Carolinas Wealth Consulting’s Packaging Corp of America PKG Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-179	Closed	-$35.4K	–	693
2025 Q1	$35.4K	Sell	179 -2	-1%	-$427	0.01%	391
2024 Q4	$40.8K	Hold	181	–	–	0.01%	391
2024 Q3	$39K	Buy	181 +3	+2%	+$596	0.01%	395
2024 Q2	$32.4K	Buy	178 +1	+0.6%	+$182	0.01%	419
2024 Q1	$33.8K	Buy	177 +68	+62%	+$11.8K	0.01%	429
2023 Q4	$17.8K	Hold	109	–	–	﹤0.01%	463
2023 Q3	$16.5K	Hold	109	–	–	﹤0.01%	454
2023 Q2	$14.5K	Buy	109 +12	+12%	+$1.6K	﹤0.01%	536
2023 Q1	$13.5K	Hold	97	–	–	﹤0.01%	557
2022 Q4	$12.4K	Hold	97	–	–	﹤0.01%	585
2022 Q3	$11K	Hold	97	–	–	﹤0.01%	555
2022 Q2	$13K	Hold	97	–	–	﹤0.01%	533
2022 Q1	$15K	Sell	97 -14	-13%	-$2.04K	﹤0.01%	540
2021 Q4	$15K	Buy	111 +43	+63%	+$5.78K	﹤0.01%	554
2021 Q3	$10K	Hold	68	–	–	﹤0.01%	583
2021 Q2	$9K	Hold	68	–	–	﹤0.01%	618
2021 Q1	$9K	Buy	68 +65	+2,167%	+$8.86K	﹤0.01%	632
2020 Q4	$0	Buy	3 +2	+200%	+$252	﹤0.01%	995
2020 Q3	$0	Hold	1	–	–	﹤0.01%	986
2020 Q2	$0	Buy	+1	New	+$95	﹤0.01%	705

Other funds holding PKG

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 $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Carolinas Wealth Consulting's PKG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Packaging Corp of America (PKG) in Q2 2025, closing a stake of 179 shares — an estimated $35.4K sold.

Carolinas Wealth Consulting first reported a position in PKG in Q2 2020 and held it in 20 quarters. The position peaked at $40.8K in Q4 2024. 841 funds tracked by Wall St. Rank hold PKG as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Packaging Corp of America position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 179 Packaging Corp of America shares in Q2 2025, an estimated $35.4K.
Carolinas Wealth Consulting first reported a position in Packaging Corp of America in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Packaging Corp of America position peaked at $40.8K in Q4 2024.
841 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.