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 Q2	–	Sell	-4,600	Closed	-$399K	–	3397
2020 Q1	$399K	Buy	+4,600	New	+$446K	﹤0.01%	2097
2018 Q4	–	Sell	-4,500	Closed	-$494K	–	3398
2018 Q3	$494K	Sell	4,500 -8,500	-65%	-$959K	﹤0.01%	2453
2018 Q2	$1.45M	Sell	13,000 -3,000	-19%	-$350K	﹤0.01%	1858
2018 Q1	$1.8M	Buy	16,000 +12,800	+400%	+$1.54M	0.01%	1600
2017 Q4	$386K	Buy	+3,200	New	+$371K	﹤0.01%	2597
2017 Q3	–	Sell	-7,000	Closed	-$780K	–	3097
2017 Q2	$780K	Buy	+7,000	New	+$705K	﹤0.01%	2053
2016 Q4	–	Sell	-5,000	Closed	-$406K	–	3433
2016 Q3	$406K	Buy	+5,000	New	+$382K	﹤0.01%	2564
2016 Q1	–	Sell	-5,000	Closed	-$315K	–	3054
2015 Q4	$315K	Buy	+5,000	New	+$330K	﹤0.01%	2216

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.