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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM