Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s PACCAR PCAR Stock Holding History

Kovitz Investment Group Partners’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
2026
Q1 		– Sell
-34,559
Closed -$3.78M – 514
2025
Q4 		$3.78M Sell
34,559
-1,214,869
-97% -$124M 0.08% 163
2025
Q3 		$123M Sell
1,249,428
-7,858
-0.6% -$775K 0.48% 46
2025
Q2 		$120M Sell
1,257,286
-4,655
-0.4% -$430K 0.51% 50
2025
Q1 		$123M Buy
1,261,941
+79,156
+7% +$8.35M 0.62% 42
2024
Q4 		$123M Buy
1,182,785
+43,654
+4% +$4.78M 0.6% 42
2024
Q3 		$111M Buy
1,139,131
+146,066
+15% +$14.3M 0.79% 30
2024
Q2 		$102M Buy
993,065
+65,777
+7% +$7.25M 0.87% 32
2024
Q1 		$115M Sell
927,288
-245,595
-21% -$26.4M 1.46% 21
2023
Q4 		$115M Buy
1,172,883
+131,594
+13% +$11.8M 1.9% 19
2023
Q3 		$88.5M Sell
1,041,289
-291,677
-22% -$24.8M 1.59% 19
2023
Q2 		$112M Buy
1,332,966
+265,943
+25% +$19.7M 1.64% 21
2023
Q1 		$78.1M Buy
1,067,023
+67,726
+7% +$4.85M 1.36% 25
2022
Q4 		$65.9M Sell
999,297
-29,544
-3% -$1.93M 1.3% 27
2022
Q3 		$57.4M Buy
1,028,841
+18,294
+2% +$1.06M 1.33% 31
2022
Q2 		$55.5M Buy
+1,010,547
New +$56.9M 1.23% 31

Other funds holding PCAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Kovitz Investment Group Partners's PCAR Position: Q1 2026 in Review

Kovitz Investment Group Partners sold out of PACCAR (PCAR) in Q1 2026, closing a stake of 34,559 shares — an estimated $3.78M sold.

Kovitz Investment Group Partners first reported a position in PCAR in Q2 2022 and held it in 15 quarters. The position peaked at $123M in Q4 2024. 1,076 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

  • Kovitz Investment Group Partners reported no remaining PACCAR position as of Q1 2026 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 34,559 PACCAR shares in Q1 2026, an estimated $3.78M.
  • Kovitz Investment Group Partners first reported a position in PACCAR in Q2 2022 and held it in 15 quarters.
  • Kovitz Investment Group Partners's PACCAR position peaked at $123M in Q4 2024.
  • 1,076 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.