Select Equity Group’s Packaging Corp of America PKG Stock Holding History

Select Equity Group’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	$217M	Buy	1,023,041 +535,943	+110%	+$120M	1.11%	28
2025 Q4	$100M	Sell	487,098 -510,236	-51%	-$104M	0.43%	52
2025 Q3	$217M	Buy	997,334 +575,088	+136%	+$119M	0.9%	34
2025 Q2	$79.6M	Sell	422,246 -267,007	-39%	-$50.5M	0.33%	62
2025 Q1	$136M	Buy	689,253 +367,933	+115%	+$78.5M	0.59%	48
2024 Q4	$72.3M	Buy	+321,320	New	+$74.3M	0.29%	67
2018 Q3	–	Sell	-173,530	Closed	-$19.4M	–	101
2018 Q2	$19.4M	Sell	173,530 -221,790	-56%	-$25.9M	0.16%	76
2018 Q1	$44.6M	Sell	395,320 -618,399	-61%	-$74.6M	0.37%	55
2017 Q4	$122M	Sell	1,013,719 -35,362	-3%	-$4.1M	0.97%	36
2017 Q3	$120M	Buy	1,049,081 +426,261	+68%	+$47.7M	0.91%	36
2017 Q2	$69.4M	Buy	622,820 +516,553	+486%	+$52M	0.49%	50
2017 Q1	$9.74M	Buy	+106,267	New	+$9.74M	0.07%	86

Other funds holding PKG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Select Equity Group's PKG Position: Q1 2026 in Review

Select Equity Group increased its Packaging Corp of America (PKG) stake by 110% in Q1 2026, buying an estimated $120M and bringing the position to 1,023,041 shares worth $217M. The position accounts for 1.11% of the portfolio, ranked #28.

Select Equity Group first reported a position in PKG in Q1 2017 and has held it in 12 quarters since. The position peaked at $217M in Q3 2025. 877 funds tracked by Wall St. Rank hold PKG as of Q1 2026.

Select Equity Group held 1,023,041 shares of Packaging Corp of America worth $217M as of Q1 2026.
Select Equity Group bought 535,943 Packaging Corp of America shares in Q1 2026, an estimated $120M.
Packaging Corp of America made up 1.11% of Select Equity Group's portfolio in Q1 2026, its #28 holding.
Select Equity Group first reported a position in Packaging Corp of America in Q1 2017 and has held it in 12 quarters since.
Select Equity Group's Packaging Corp of America position peaked at $217M in Q3 2025.
877 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2026.

Based on Select Equity Group's 13F filing for Q1 2026, filed 15 May 2026.