PWPS
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Pinnacle Wealth Planning Services’s Packaging Corp of America PKG Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$64.9K Buy
306
+41
+15% +$9.14K 0.01% 1047
2025
Q4 		$54.7K Buy
+265
New +$53.9K 0.01% 1137
2021
Q1 		– Sell
-245
Closed -$34K – 1513
2020
Q4 		$34K Buy
+245
New +$30.9K 0.01% 953

Other funds holding PKG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pinnacle Wealth Planning Services's PKG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Packaging Corp of America (PKG) stake by 15% in Q1 2026, buying an estimated $9.14K and bringing the position to 306 shares worth $64.9K. The position accounts for 0.01% of the portfolio, ranked #1047.

Pinnacle Wealth Planning Services first reported a position in PKG in Q4 2020 and has held it in 3 quarters since. 877 funds tracked by Wall St. Rank hold PKG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 306 shares of Packaging Corp of America worth $64.9K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 41 Packaging Corp of America shares in Q1 2026, an estimated $9.14K.
  • Packaging Corp of America made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1047 holding.
  • Pinnacle Wealth Planning Services first reported a position in Packaging Corp of America in Q4 2020 and has held it in 3 quarters since.
  • 877 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.