Morningstar Investment Management’s Packaging Corp of America PKG Stock Holding History

Morningstar Investment Management’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	$473K	Hold	2,228	–	–	0.03%	268
2026 Q1	$473K	Sell	2,228 -347	-13%	-$77.4K	0.03%	266
2025 Q4	$531K	Sell	2,575 -358	-12%	-$72.8K	0.03%	268
2025 Q3	$639K	Buy	2,933 +1,589	+118%	+$328K	0.02%	408
2025 Q2	$253K	Buy	+1,344	New	+$254K	0.02%	180
2025 Q1	–	Sell	-1,100	Closed	-$248K	–	183
2024 Q4	$248K	Hold	1,100	–	–	0.02%	183
2024 Q3	$242K	Buy	+1,100	New	+$219K	0.02%	185
2024 Q2	–	Sell	-1,067	Closed	-$202K	–	199
2024 Q1	$202K	Buy	+1,067	New	+$185K	0.02%	199

Other funds holding PKG

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Morningstar Investment Management's PKG Position: Q2 2026 in Review

Morningstar Investment Management held its Packaging Corp of America (PKG) position steady in Q2 2026 at 2,228 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #268.

Morningstar Investment Management first reported a position in PKG in Q1 2024 and has held it in 8 quarters since. The position peaked at $639K in Q3 2025. 464 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

Morningstar Investment Management held 2,228 shares of Packaging Corp of America worth $473K as of Q2 2026.
Morningstar Investment Management left its Packaging Corp of America share count unchanged in Q2 2026.
Packaging Corp of America made up 0.03% of Morningstar Investment Management's portfolio in Q2 2026, its #268 holding.
Morningstar Investment Management first reported a position in Packaging Corp of America in Q1 2024 and has held it in 8 quarters since.
Morningstar Investment Management's Packaging Corp of America position peaked at $639K in Q3 2025.
464 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.