Kozak & Associates’s PACCAR PCAR Stock Holding History

Kozak & Associates’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 Q2	$59.2K	Buy	488 +1	+0.2%	+$118	0.01%	138
2026 Q1	$62K	Buy	487 +1	+0.2%	+$121	0.01%	133
2025 Q4	$57.7K	Buy	486 +2	+0.4%	+$205	0.01%	139
2025 Q3	$45.6K	Buy	484 +43	+10%	+$4.24K	0.01%	149
2025 Q2	$43.5K	Buy	441 +2	+0.5%	+$185	0.01%	155
2025 Q1	$39.3K	Buy	439 +1	+0.2%	+$105	0.01%	140
2024 Q4	$45.9K	Buy	438 +1	+0.2%	+$109	0.01%	135
2024 Q3	$46.7K	Buy	437 +2	+0.5%	+$196	0.01%	134
2024 Q2	$44.4K	Buy	435 +1	+0.2%	+$110	0.01%	132
2024 Q1	$46K	Buy	434 +35	+9%	+$3.76K	0.01%	131
2023 Q4	$37.5K	Hold	399	–	–	0.01%	146
2023 Q3	$34.9K	Hold	399	–	–	0.01%	161
2023 Q2	$33.4K	Hold	399	–	–	0.01%	160
2023 Q1	$29.2K	Hold	399	–	–	0.01%	178
2022 Q4	$26K	Hold	399	–	–	0.01%	181
2022 Q3	$24K	Hold	399	–	–	0.02%	182
2022 Q2	$22K	Hold	399	–	–	0.01%	195
2022 Q1	$23K	Hold	399	–	–	0.01%	205
2021 Q4	$23K	Hold	399	–	–	0.01%	205
2021 Q3	$24K	Buy	+399	New	+$22.1K	0.01%	198

Other funds holding PCAR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Kozak & Associates's PCAR Position: Q2 2026 in Review

Kozak & Associates increased its PACCAR (PCAR) stake by 0.21% in Q2 2026, buying an estimated $118 and bringing the position to 488 shares worth $59.2K. The position accounts for 0.01% of the portfolio, ranked #138.

Kozak & Associates first reported a position in PCAR in Q3 2021 and has held it in 20 quarters since. The position peaked at $62K in Q1 2026. 1,091 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

Kozak & Associates held 488 shares of PACCAR worth $59.2K as of Q2 2026.
Kozak & Associates bought 1 PACCAR share in Q2 2026, an estimated $118.
PACCAR made up 0.01% of Kozak & Associates's portfolio in Q2 2026, its #138 holding.
Kozak & Associates first reported a position in PACCAR in Q3 2021 and has held it in 20 quarters since.
Kozak & Associates's PACCAR position peaked at $62K in Q1 2026.
1,091 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.