Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Packaging Corp of America PKG Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-2,366
Closed -$518K – 1085
2025
Q3 		$518K Buy
2,366
+959
+68% +$198K ﹤0.01% 1024
2025
Q2 		$266K Buy
1,407
+271
+24% +$51.2K ﹤0.01% 1184
2025
Q1 		$225K Buy
1,136
+187
+20% +$39.9K ﹤0.01% 1146
2024
Q4 		$214K Buy
+949
New +$220K ﹤0.01% 1151

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kovitz Investment Group Partners's PKG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Packaging Corp of America (PKG) in Q4 2025, closing a stake of 2,366 shares — an estimated $518K sold.

Kovitz Investment Group Partners first reported a position in PKG in Q4 2024 and held it in 4 quarters. The position peaked at $518K in Q3 2025. 868 funds tracked by Wall St. Rank hold PKG as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Packaging Corp of America position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,366 Packaging Corp of America shares in Q4 2025, an estimated $518K.
  • Kovitz Investment Group Partners first reported a position in Packaging Corp of America in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Packaging Corp of America position peaked at $518K in Q3 2025.
  • 868 funds tracked by Wall St. Rank held Packaging Corp of America as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.