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McCarter Private Wealth Services’s Packaging Corp of America PKG Stock Holding History

McCarter Private Wealth Services’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
2026
Q2 		– Sell
-1,084
Closed -$230K – 198
2026
Q1 		$230K Buy
+1,084
New +$242K 0.1% 159

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Vanguard Portfolio Management
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McCarter Private Wealth Services's PKG Position: Q2 2026 in Review

McCarter Private Wealth Services sold out of Packaging Corp of America (PKG) in Q2 2026, closing a stake of 1,084 shares — an estimated $230K sold.

McCarter Private Wealth Services first reported a position in PKG in Q1 2026 and held it in 1 quarter. The position peaked at $230K in Q1 2026. 896 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

  • McCarter Private Wealth Services reported no remaining Packaging Corp of America position as of Q2 2026 after selling out during the quarter.
  • McCarter Private Wealth Services sold 1,084 Packaging Corp of America shares in Q2 2026, an estimated $230K.
  • McCarter Private Wealth Services first reported a position in Packaging Corp of America in Q1 2026 and held it in 1 quarter.
  • McCarter Private Wealth Services's Packaging Corp of America position peaked at $230K in Q1 2026.
  • 896 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.