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Tortoise Investment Management’s Packaging Corp of America PKG Stock Holding History

Tortoise Investment Management’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
2025
Q4 		– Sell
-165
Closed -$36K – 1111
2025
Q3 		$36K Buy
165
+3
+2% +$619 ﹤0.01% 442
2025
Q2 		$30.5K Buy
162
+4
+3% +$756 ﹤0.01% 454
2025
Q1 		$31.3K Sell
158
-24
-13% -$5.12K ﹤0.01% 439
2024
Q4 		$41K Hold
182
– – ﹤0.01% 450
2024
Q3 		$39.2K Hold
182
– – ﹤0.01% 452
2024
Q2 		$33.2K Buy
+182
New +$33.1K ﹤0.01% 455

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tortoise Investment Management's PKG Position: Q4 2025 in Review

Tortoise Investment Management sold out of Packaging Corp of America (PKG) in Q4 2025, closing a stake of 165 shares — an estimated $36K sold.

Tortoise Investment Management first reported a position in PKG in Q2 2024 and held it in 6 quarters. The position peaked at $41K in Q4 2024. 869 funds tracked by Wall St. Rank hold PKG as of Q4 2025.

  • Tortoise Investment Management reported no remaining Packaging Corp of America position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 165 Packaging Corp of America shares in Q4 2025, an estimated $36K.
  • Tortoise Investment Management first reported a position in Packaging Corp of America in Q2 2024 and held it in 6 quarters.
  • Tortoise Investment Management's Packaging Corp of America position peaked at $41K in Q4 2024.
  • 869 funds tracked by Wall St. Rank held Packaging Corp of America as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.