Mount Yale Investment Advisors
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Mount Yale Investment Advisors’s Packaging Corp of America PKG Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-36
Closed -$6.78K – 1352
2025
Q2 		$6.78K Buy
+36
New +$6.8K ﹤0.01% 1188
2018
Q4 		– Sell
-245
Closed -$24K – 651
2018
Q3 		$24K Hold
245
– – ﹤0.01% 746
2018
Q2 		$27K Sell
245
-6
-2% -$701 0.01% 742
2018
Q1 		$28K Buy
+251
New +$30.3K 0.01% 719

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Mount Yale Investment Advisors's PKG Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Packaging Corp of America (PKG) in Q3 2025, closing a stake of 36 shares — an estimated $6.78K sold.

Mount Yale Investment Advisors first reported a position in PKG in Q1 2018 and held it in 4 quarters. The position peaked at $28K in Q1 2018. 861 funds tracked by Wall St. Rank hold PKG as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Packaging Corp of America position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 36 Packaging Corp of America shares in Q3 2025, an estimated $6.78K.
  • Mount Yale Investment Advisors first reported a position in Packaging Corp of America in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Packaging Corp of America position peaked at $28K in Q1 2018.
  • 861 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.