John Overdeck’s Packaging Corp of America PKG Stock Holding History

John Overdeck’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
2020 Q1	–	Sell	-2,900	Closed	-$325K	–	3671
2019 Q4	$325K	Buy	+2,900	New	+$320K	﹤0.01%	3129
2019 Q3	–	Sell	-4,000	Closed	-$381K	–	3727
2019 Q2	$381K	Buy	+4,000	New	+$386K	﹤0.01%	2698
2019 Q1	–	Sell	-3,000	Closed	-$250K	–	3382
2018 Q4	$250K	Sell	3,000 -3,400	-53%	-$316K	﹤0.01%	2582
2018 Q3	$702K	Sell	6,400 -11,100	-63%	-$1.25M	﹤0.01%	2232
2018 Q2	$1.96M	Sell	17,500 -5,200	-23%	-$607K	0.01%	1631
2018 Q1	$2.56M	Buy	22,700 +19,700	+657%	+$2.38M	0.01%	1353
2017 Q4	$362K	Buy	+3,000	New	+$348K	﹤0.01%	2637
2017 Q3	–	Sell	-4,000	Closed	-$446K	–	3096
2017 Q2	$446K	Buy	+4,000	New	+$403K	﹤0.01%	2412
2016 Q4	–	Sell	-4,000	Closed	-$325K	–	3432
2016 Q3	$325K	Buy	+4,000	New	+$306K	﹤0.01%	2701
2016 Q1	–	Sell	-7,000	Closed	-$441K	–	3053
2015 Q4	$441K	Buy	+7,000	New	+$461K	﹤0.01%	2038

Other funds holding PKG

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

John Overdeck's PKG Position: Q2 2026 in Review

John Overdeck reduced its Packaging Corp of America (PKG) stake by 71% in Q2 2026, selling an estimated $38.7M and leaving 71,476 shares worth $17M. The position accounts for 0.01% of the portfolio, ranked #1161.

John Overdeck first reported a position in PKG in Q2 2013 and has held it in 26 quarters since. The position peaked at $91.7M in Q1 2025. 894 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

John Overdeck held 71,476 shares of Packaging Corp of America worth $17M as of Q2 2026.
John Overdeck sold 176,597 Packaging Corp of America shares in Q2 2026, an estimated $38.7M.
Packaging Corp of America made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1161 holding.
John Overdeck first reported a position in Packaging Corp of America in Q2 2013 and has held it in 26 quarters since.
John Overdeck's Packaging Corp of America position peaked at $91.7M in Q1 2025.
894 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.