Sonata Capital Group
PCAR icon

Sonata Capital Group’s PACCAR PCAR Stock Holding History

Sonata Capital 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
Q3 		$250K Sell
2,275
-255
-10% -$31.9K 0.08% 118
2026
Q2 		$304K Hold
2,530
– – 0.1% 104
2026
Q1 		$292K Hold
2,530
– – 0.11% 100
2025
Q4 		$277K Sell
2,530
-500
-17% -$51.2K 0.1% 107
2025
Q3 		$298K Hold
3,030
– – 0.11% 100
2025
Q2 		$288K Hold
3,030
– – 0.12% 98
2025
Q1 		$295K Hold
3,030
– – 0.13% 94
2024
Q4 		$315K Sell
3,030
-300
-9% -$32.8K 0.13% 89
2024
Q3 		$329K Hold
3,330
– – 0.14% 90
2024
Q2 		$343K Hold
3,330
– – 0.18% 70
2024
Q1 		$413K Hold
3,330
– – 0.19% 78
2023
Q4 		$325K Buy
3,330
+600
+22% +$53.9K 0.16% 84
2023
Q3 		$232K Buy
+2,730
New +$232K 0.12% 99
2018
Q2 		– Sell
-4,950
Closed -$218K – 105
2018
Q1 		$218K Hold
4,950
– – 0.16% 100
2017
Q4 		$235K Hold
4,950
– – 0.17% 97
2017
Q3 		$239K Buy
+4,950
New +$223K 0.18% 95
2017
Q2 		– Sell
-4,650
Closed -$208K – 101
2017
Q1 		$208K Sell
4,650
-750
-14% -$33.8K 0.16% 97
2016
Q4 		$230K Buy
+5,400
New +$218K 0.18% 91
2015
Q3 		– Sell
-5,405
Closed -$230K – 98
2015
Q2 		$230K Hold
5,405
– – 0.2% 90
2015
Q1 		$227K Hold
5,405
– – 0.2% 87
2014
Q4 		$245K Buy
+5,405
New +$233K 0.22% 85

Other funds holding PCAR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Sonata Capital Group's PCAR Position: Q3 2026 in Review

Sonata Capital Group reduced its PACCAR (PCAR) stake by 10% in Q3 2026, selling an estimated $31.9K and leaving 2,275 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #118.

Sonata Capital Group first reported a position in PCAR in Q4 2014 and has held it in 21 quarters since. The position peaked at $413K in Q1 2024. 843 funds tracked by Wall St. Rank hold PCAR as of Q3 2026.

  • Sonata Capital Group held 2,275 shares of PACCAR worth $250K as of Q3 2026.
  • Sonata Capital Group sold 255 PACCAR shares in Q3 2026, an estimated $31.9K.
  • PACCAR made up 0.08% of Sonata Capital Group's portfolio in Q3 2026, its #118 holding.
  • Sonata Capital Group first reported a position in PACCAR in Q4 2014 and has held it in 21 quarters since.
  • Sonata Capital Group's PACCAR position peaked at $413K in Q1 2024.
  • 843 funds tracked by Wall St. Rank held PACCAR as of Q3 2026.

Based on Sonata Capital Group's 13F filing for Q3 2026, filed 19 Oct 2026.