Pinnacle Associates
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Pinnacle Associates’s Packaging Corp of America PKG Stock Holding History

Pinnacle Associates’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
Q3 		$355K Buy
1,547
+59
+4% +$14.2K ﹤0.01% 755
2026
Q2 		$355K Sell
1,488
-67
-4% -$14.7K ﹤0.01% 772
2026
Q1 		$330K Buy
1,555
+2
+0.1% +$446 ﹤0.01% 767
2025
Q4 		$320K Buy
1,553
+10
+0.6% +$2.03K ﹤0.01% 770
2025
Q3 		$336K Sell
1,543
-11
-0.7% -$2.27K ﹤0.01% 724
2025
Q2 		$293K Buy
1,554
+17
+1% +$3.21K ﹤0.01% 740
2025
Q1 		$304K Buy
1,537
+322
+27% +$68.7K ﹤0.01% 711
2024
Q4 		$274K Buy
+1,215
New +$281K ﹤0.01% 740
2024
Q3 		– Sell
-1,205
Closed -$220K – 835
2024
Q2 		$220K Sell
1,205
-1
-0.1% -$182 ﹤0.01% 759
2024
Q1 		$229K Buy
+1,206
New +$209K ﹤0.01% 763
2021
Q3 		– Sell
-2,002
Closed -$271K – 778
2021
Q2 		$271K Buy
2,002
+22
+1% +$3.16K ﹤0.01% 671
2021
Q1 		$266K Hold
1,980
– – 0.01% 645
2020
Q4 		$273K Sell
1,980
-8
-0.4% -$1.01K 0.01% 613
2020
Q3 		$217K Buy
+1,988
New +$203K 0.01% 626
2020
Q1 		– Sell
-2,308
Closed -$258K – 709
2019
Q4 		$258K Hold
2,308
– – 0.01% 632
2019
Q3 		$245K Buy
+2,308
New +$234K 0.01% 630

Other funds holding PKG

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Pinnacle Associates's PKG Position: Q3 2026 in Review

Pinnacle Associates increased its Packaging Corp of America (PKG) stake by 4% in Q3 2026, buying an estimated $14.2K and bringing the position to 1,547 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Pinnacle Associates first reported a position in PKG in Q3 2019 and has held it in 16 quarters since. 586 funds tracked by Wall St. Rank hold PKG as of Q3 2026.

  • Pinnacle Associates held 1,547 shares of Packaging Corp of America worth $355K as of Q3 2026.
  • Pinnacle Associates bought 59 Packaging Corp of America shares in Q3 2026, an estimated $14.2K.
  • Packaging Corp of America made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #755 holding.
  • Pinnacle Associates first reported a position in Packaging Corp of America in Q3 2019 and has held it in 16 quarters since.
  • 586 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.