GoalVest Advisory’s Packaging Corp of America PKG Stock Holding History

GoalVest 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 Q2	–	Sell	-350	Closed	-$74.3K	–	546
2026 Q1	$74.3K	Hold	350	–	–	0.01%	191
2025 Q4	$72.2K	Hold	350	–	–	0.01%	205
2025 Q3	$76.3K	Hold	350	–	–	0.02%	187
2025 Q2	$66K	Hold	350	–	–	0.02%	187
2025 Q1	$69.3K	Hold	350	–	–	0.02%	162
2024 Q4	$78.8K	Hold	350	–	–	0.02%	161
2024 Q3	$75.4K	Hold	350	–	–	0.02%	160
2024 Q2	$63.9K	Hold	350	–	–	0.02%	158
2024 Q1	$66.4K	Buy	+350	New	+$60.7K	0.02%	175
2022 Q2	–	Sell	-1	Closed	–	–	482
2022 Q1	$0	Buy	+1	New	+$146	﹤0.01%	474

Other funds holding PKG

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

NFGCM

Norman Fields Gottscho Capital Management New York $330M AUM 27.75% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

GoalVest Advisory's PKG Position: Q2 2026 in Review

GoalVest Advisory sold out of Packaging Corp of America (PKG) in Q2 2026, closing a stake of 350 shares — an estimated $74.3K sold.

GoalVest Advisory first reported a position in PKG in Q1 2022 and held it in 10 quarters. The position peaked at $78.8K in Q4 2024. 130 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

GoalVest Advisory reported no remaining Packaging Corp of America position as of Q2 2026 after selling out during the quarter.
GoalVest Advisory sold 350 Packaging Corp of America shares in Q2 2026, an estimated $74.3K.
GoalVest Advisory first reported a position in Packaging Corp of America in Q1 2022 and held it in 10 quarters.
GoalVest Advisory's Packaging Corp of America position peaked at $78.8K in Q4 2024.
130 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.