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KCS Wealth Advisory’s PACCAR PCAR Stock Holding History

KCS Wealth Advisory’s Portfolio PCAR Stock Details PCAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.06M Sell
36,041
-10,808
-23% -$919K 1.31% 16
2023
Q2 		$3.92M Buy
46,849
+1,835
+4% +$136K 1.36% 13
2023
Q1 		$3.3M Sell
45,014
-523
-1% -$37.4K 1.25% 18
2022
Q4 		$3M Buy
45,537
+705
+2% +$46.1K 1.25% 21
2022
Q3 		$2.5M Buy
44,832
+5,124
+13% +$298K 1.15% 20
2022
Q2 		$2.18M Buy
39,708
+2,925
+8% +$165K 0.97% 33
2022
Q1 		$2.16M Buy
36,783
+2,257
+7% +$138K 1% 33
2021
Q4 		$2.03M Buy
34,526
+2,757
+9% +$159K 0.82% 37
2021
Q3 		$1.67M Buy
31,769
+12,390
+64% +$688K 0.79% 40
2021
Q2 		$1.15M Buy
19,379
+738
+4% +$45.2K 0.54% 66
2021
Q1 		$1.16M Buy
18,641
+941
+5% +$58.8K 0.6% 60
2020
Q4 		$1.02M Buy
17,700
+712
+4% +$41.8K 0.67% 57
2020
Q3 		$966K Sell
16,988
-15,640
-48% -$877K 0.77% 51
2020
Q2 		$1.63M Buy
32,628
+552
+2% +$25.8K 1.35% 18
2020
Q1 		$1.31M Buy
32,076
+244
+0.8% +$11.5K 1.33% 18
2019
Q4 		$1.68M Sell
31,832
-222
-0.7% -$11.4K 1.26% 12
2019
Q3 		$1.5M Buy
32,054
+1,575
+5% +$71.8K 1.03% 15
2019
Q2 		$1.46M Buy
30,479
+731
+2% +$34K 1.15% 13
2019
Q1 		$1.35M Buy
29,748
+2,086
+8% +$90.8K 1.18% 14
2018
Q4 		$1.05M Buy
27,662
+4,142
+18% +$165K 1.11% 18
2018
Q3 		$1.07M Buy
23,520
+1,690
+8% +$74.6K 0.99% 23
2018
Q2 		$902K Buy
21,830
+3,210
+17% +$139K 0.84% 34
2018
Q1 		$821K Buy
18,620
+3,690
+25% +$175K 0.75% 43
2017
Q4 		$707K Buy
+14,930
New +$706K 0.68% 49

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KCS Wealth Advisory's PCAR Position: Q3 2023 in Review

KCS Wealth Advisory reduced its PACCAR (PCAR) stake by 23% in Q3 2023, selling an estimated $919K and leaving 36,041 shares worth $3.06M. The position accounts for 1.31% of the portfolio, ranked #16.

KCS Wealth Advisory first reported a position in PCAR in Q4 2017 and has held it in 24 quarters since. The position peaked at $3.92M in Q2 2023. 858 funds tracked by Wall St. Rank hold PCAR as of Q3 2023.

  • KCS Wealth Advisory held 36,041 shares of PACCAR worth $3.06M as of Q3 2023.
  • KCS Wealth Advisory sold 10,808 PACCAR shares in Q3 2023, an estimated $919K.
  • PACCAR made up 1.31% of KCS Wealth Advisory's portfolio in Q3 2023, its #16 holding.
  • KCS Wealth Advisory first reported a position in PACCAR in Q4 2017 and has held it in 24 quarters since.
  • KCS Wealth Advisory's PACCAR position peaked at $3.92M in Q2 2023.
  • 858 funds tracked by Wall St. Rank held PACCAR as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.