McKinley Carter Wealth Services’s Packaging Corp of America PKG Stock Holding History

McKinley Carter 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 Q1	$737K	Buy	3,475 +2	+0.1%	+$446	0.04%	190
2025 Q4	$716K	Sell	3,473 -8	-0.2%	-$1.63K	0.04%	198
2025 Q3	$759K	Buy	3,481 +8	+0.2%	+$1.65K	0.04%	186
2025 Q2	$654K	Hold	3,473	–	–	0.04%	190
2025 Q1	$688K	Hold	3,473	–	–	0.04%	180
2024 Q4	$782K	Sell	3,473 -38	-1%	-$8.79K	0.05%	169
2024 Q3	$756K	Hold	3,511	–	–	0.05%	178
2024 Q2	$641K	Hold	3,511	–	–	0.04%	186
2024 Q1	$666K	Hold	3,511	–	–	0.04%	186
2023 Q4	$572K	Sell	3,511 -75	-2%	-$11.8K	0.04%	189
2023 Q3	$551K	Hold	3,586	–	–	0.04%	194
2023 Q2	$474K	Hold	3,586	–	–	0.04%	210
2023 Q1	$498K	Sell	3,586 -8	-0.2%	-$1.09K	0.04%	205
2022 Q4	$460K	Buy	3,594 +8	+0.2%	+$1K	0.04%	209
2022 Q3	$403K	Hold	3,586	–	–	0.04%	208
2022 Q2	$493K	Hold	3,586	–	–	0.04%	197
2022 Q1	$560K	Sell	3,586 -75	-2%	-$11K	0.04%	190
2021 Q4	$498K	Hold	3,661	–	–	0.04%	192
2021 Q3	$503K	Hold	3,661	–	–	0.04%	182
2021 Q2	$496K	Hold	3,661	–	–	0.04%	187
2021 Q1	$492K	Hold	3,661	–	–	0.04%	185
2020 Q4	$505K	Buy	+3,661	New	+$461K	0.07%	161

Other funds holding PKG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

McKinley Carter Wealth Services's PKG Position: Q1 2026 in Review

McKinley Carter Wealth Services increased its Packaging Corp of America (PKG) stake by 0.06% in Q1 2026, buying an estimated $446 and bringing the position to 3,475 shares worth $737K. The position accounts for 0.04% of the portfolio, ranked #190.

McKinley Carter Wealth Services first reported a position in PKG in Q4 2020 and has held it in 22 quarters since. The position peaked at $782K in Q4 2024. 877 funds tracked by Wall St. Rank hold PKG as of Q1 2026.

McKinley Carter Wealth Services held 3,475 shares of Packaging Corp of America worth $737K as of Q1 2026.
McKinley Carter Wealth Services bought 2 Packaging Corp of America shares in Q1 2026, an estimated $446.
Packaging Corp of America made up 0.04% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #190 holding.
McKinley Carter Wealth Services first reported a position in Packaging Corp of America in Q4 2020 and has held it in 22 quarters since.
McKinley Carter Wealth Services's Packaging Corp of America position peaked at $782K in Q4 2024.
877 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.