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Morningstar Investment Management’s PACCAR PCAR Stock Holding History

Morningstar Investment Management’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
2025
Q4 		– Sell
-41,964
Closed -$4.13M – 428
2025
Q3 		$4.13M Buy
+41,964
New +$4.14M 0.15% 161
2025
Q1 		– Sell
-7,837
Closed -$815K – 179
2024
Q4 		$815K Hold
7,837
– – 0.06% 93
2024
Q3 		$848K Buy
7,837
+262
+3% +$25.6K 0.08% 104
2024
Q2 		$780K Hold
7,575
– – 0.08% 100
2024
Q1 		$938K Hold
7,575
– – 0.1% 90
2023
Q4 		$740K Buy
7,575
+97
+1% +$8.71K 0.09% 106
2023
Q3 		$636K Hold
7,478
– – 0.09% 87
2023
Q2 		$626K Buy
+7,478
New +$553K 0.08% 89

Other funds holding PCAR

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Morningstar Investment Management's PCAR Position: Q4 2025 in Review

Morningstar Investment Management sold out of PACCAR (PCAR) in Q4 2025, closing a stake of 41,964 shares — an estimated $4.13M sold.

Morningstar Investment Management first reported a position in PCAR in Q2 2023 and held it in 8 quarters. The position peaked at $4.13M in Q3 2025. 1,053 funds tracked by Wall St. Rank hold PCAR as of Q4 2025.

  • Morningstar Investment Management reported no remaining PACCAR position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 41,964 PACCAR shares in Q4 2025, an estimated $4.13M.
  • Morningstar Investment Management first reported a position in PACCAR in Q2 2023 and held it in 8 quarters.
  • Morningstar Investment Management's PACCAR position peaked at $4.13M in Q3 2025.
  • 1,053 funds tracked by Wall St. Rank held PACCAR as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.