Heritage Trust’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.37M | Sell |
61,331
-892
| -1% | -$105K | 0.64% | 42 |
|
|
2026
Q1 | $7.19M | Sell |
62,223
-213
| -0.3% | -$25.8K | 0.72% | 38 |
|
|
2025
Q4 | $6.84M | Buy |
62,436
+7,122
| +13% | +$730K | 0.7% | 36 |
|
|
2025
Q3 | $5.44M | Buy |
55,314
+16,378
| +42% | +$1.62M | 0.58% | 46 |
|
|
2025
Q2 | $3.7M | Buy |
38,936
+14,641
| +60% | +$1.35M | 0.43% | 63 |
|
|
2025
Q1 | $2.37M | Sell |
24,295
-307
| -1% | -$32.4K | 0.29% | 93 |
|
|
2024
Q4 | $2.56M | Buy |
+24,602
| New | +$2.69M | 0.3% | 87 |
|
|
2024
Q2 | $2.61M | Sell |
25,395
-935
| -4% | -$103K | 0.34% | 80 |
|
|
2024
Q1 | $3.26M | Sell |
26,330
-390
| -1% | -$41.9K | 0.44% | 66 |
|
|
2023
Q4 | $2.61M | Sell |
26,720
-264
| -1% | -$23.7K | 0.37% | 75 |
|
|
2023
Q3 | $2.29M | Sell |
26,984
-391
| -1% | -$33.3K | 0.36% | 76 |
|
|
2023
Q2 | $2.29M | Sell |
27,375
-218
| -0.8% | -$16.1K | 0.34% | 83 |
|
|
2023
Q1 | $2.02M | Sell |
27,593
-694
| -2% | -$49.7K | 0.32% | 87 |
|
|
2022
Q4 | $1.87M | Sell |
28,287
-221
| -0.8% | -$14.4K | 0.3% | 91 |
|
|
2022
Q3 | $1.59M | Sell |
28,508
-7
| -0% | -$407 | 0.28% | 96 |
|
|
2022
Q2 | $1.57M | Sell |
28,515
-492
| -2% | -$27.7K | 0.26% | 99 |
|
|
2022
Q1 | $1.7M | Sell |
29,007
-167
| -0.6% | -$10.2K | 0.24% | 106 |
|
|
2021
Q4 | $1.72M | Sell |
29,174
-765
| -3% | -$44.2K | 0.22% | 106 |
|
|
2021
Q3 | $1.57M | Sell |
29,939
-234
| -0.8% | -$13K | 0.22% | 108 |
|
|
2021
Q2 | $1.79M | Sell |
30,173
-1,371
| -4% | -$84K | 0.26% | 96 |
|
|
2021
Q1 | $1.95M | Buy |
31,544
+1,044
| +3% | +$65.2K | 0.3% | 92 |
|
|
2020
Q4 | $1.75M | Buy |
30,500
+6,204
| +26% | +$364K | 0.28% | 87 |
|
|
2020
Q3 | $1.38M | Sell |
24,296
-250
| -1% | -$14K | 0.26% | 92 |
|
|
2020
Q2 | $1.23M | Sell |
24,546
-29
| -0.1% | -$1.36K | 0.24% | 93 |
|
|
2020
Q1 | $1M | Sell |
24,575
-225
| -0.9% | -$10.6K | 0.25% | 92 |
|
|
2019
Q4 | $1.31M | Buy |
24,800
+330
| +1% | +$17K | 0.26% | 90 |
|
|
2019
Q3 | $1.14M | Sell |
24,470
-240
| -1% | -$10.9K | 0.25% | 92 |
|
|
2019
Q2 | $1.18M | Sell |
24,710
-1,140
| -4% | -$53K | 0.26% | 89 |
|
|
2019
Q1 | $1.17M | Buy |
+25,850
| New | +$1.12M | 0.27% | 87 |
|
Other funds holding PCAR
Heritage Trust's PCAR Position: Q2 2026 in Review
Heritage Trust reduced its PACCAR (PCAR) stake by 1.4% in Q2 2026, selling an estimated $105K and leaving 61,331 shares worth $7.37M. The position accounts for 0.64% of the portfolio, ranked #42.
Heritage Trust first reported a position in PCAR in Q1 2019 and has held it in 29 quarters since. 1,097 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.
- Heritage Trust held 61,331 shares of PACCAR worth $7.37M as of Q2 2026.
- Heritage Trust sold 892 PACCAR shares in Q2 2026, an estimated $105K.
- PACCAR made up 0.64% of Heritage Trust's portfolio in Q2 2026, its #42 holding.
- Heritage Trust first reported a position in PACCAR in Q1 2019 and has held it in 29 quarters since.
- 1,097 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.
Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.