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Montag & Associates’s Packaging Corp of America PKG Stock Holding History

Montag & Associates’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
-12
Closed -$2.63K – 1111
2025
Q3 		$2.63K Buy
+12
New +$2.48K ﹤0.01% 886

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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

Montag & Associates's PKG Position: Q4 2025 in Review

Montag & Associates sold out of Packaging Corp of America (PKG) in Q4 2025, closing a stake of 12 shares — an estimated $2.63K sold.

Montag & Associates first reported a position in PKG in Q3 2025 and held it in 1 quarter. The position peaked at $2.63K in Q3 2025. 868 funds tracked by Wall St. Rank hold PKG as of Q4 2025.

  • Montag & Associates reported no remaining Packaging Corp of America position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 12 Packaging Corp of America shares in Q4 2025, an estimated $2.63K.
  • Montag & Associates first reported a position in Packaging Corp of America in Q3 2025 and held it in 1 quarter.
  • Montag & Associates's Packaging Corp of America position peaked at $2.63K in Q3 2025.
  • 868 funds tracked by Wall St. Rank held Packaging Corp of America as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.