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Optimist Retirement Group’s PACCAR PCAR Stock Holding History

Optimist Retirement Group’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
2026
Q1 		$41.4M Sell
358,763
-964
-0.3% -$117K 18.28% 1
2025
Q4 		$39.4M Sell
359,727
-485
-0.1% -$49.7K 18.05% 1
2025
Q3 		$35.4M Sell
360,212
-5,070
-1% -$500K 16.01% 1
2025
Q2 		$34.7M Sell
365,282
-7,240
-2% -$669K 16.65% 1
2025
Q1 		$36.3M Sell
372,522
-979
-0.3% -$103K 18.16% 1
2024
Q4 		$38.9M Sell
373,501
-4,818
-1% -$527K 18.38% 1
2024
Q3 		$37.3M Sell
378,319
-138
-0% -$13.5K 16.85% 1
2024
Q2 		$39M Sell
378,457
-194
-0.1% -$21.4K 20.47% 1
2024
Q1 		$46.9M Sell
378,651
-577
-0.2% -$62K 24.09% 1
2023
Q4 		$37M Buy
+379,228
New +$34.1M 24.05% 1

Other funds holding PCAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Optimist Retirement Group's PCAR Position: Q1 2026 in Review

Optimist Retirement Group reduced its PACCAR (PCAR) stake by 0.27% in Q1 2026, selling an estimated $117K and leaving 358,763 shares worth $41.4M. The position accounts for 18.28% of the portfolio, ranked #1.

Optimist Retirement Group first reported a position in PCAR in Q4 2023 and has held it in 10 quarters since. The position peaked at $46.9M in Q1 2024. 1,077 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

  • Optimist Retirement Group held 358,763 shares of PACCAR worth $41.4M as of Q1 2026.
  • Optimist Retirement Group sold 964 PACCAR shares in Q1 2026, an estimated $117K.
  • PACCAR made up 18.28% of Optimist Retirement Group's portfolio in Q1 2026, its #1 holding.
  • Optimist Retirement Group first reported a position in PACCAR in Q4 2023 and has held it in 10 quarters since.
  • Optimist Retirement Group's PACCAR position peaked at $46.9M in Q1 2024.
  • 1,077 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.