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Waverly Advisors’s PACCAR PCAR Stock Holding History

Waverly Advisors’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
Q2 		$8.88M Buy
73,901
+19,552
+36% +$2.31M 0.05% 316
2026
Q1 		$6.28M Buy
54,349
+550
+1% +$66.5K 0.05% 352
2025
Q4 		$5.89M Buy
53,799
+49,556
+1,168% +$5.08M 0.05% 339
2025
Q3 		$417K Buy
4,243
+716
+20% +$70.6K ﹤0.01% 916
2025
Q2 		$335K Buy
3,527
+19
+0.5% +$1.75K ﹤0.01% 931
2025
Q1 		$342K Buy
3,508
+260
+8% +$27.4K ﹤0.01% 887
2024
Q4 		$338K Buy
3,248
+971
+43% +$106K 0.01% 789
2024
Q3 		$225K Buy
2,277
+129
+6% +$12.6K ﹤0.01% 754
2024
Q2 		$221K Buy
2,148
+381
+22% +$42K ﹤0.01% 742
2024
Q1 		$219K Buy
+1,767
New +$190K 0.01% 641

Other funds holding PCAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Waverly Advisors's PCAR Position: Q2 2026 in Review

Waverly Advisors increased its PACCAR (PCAR) stake by 36% in Q2 2026, buying an estimated $2.31M and bringing the position to 73,901 shares worth $8.88M. The position accounts for 0.05% of the portfolio, ranked #316.

Waverly Advisors first reported a position in PCAR in Q1 2024 and has held it in 10 quarters since. 1,098 funds tracked by Wall St. Rank hold PCAR as of Q2 2026.

  • Waverly Advisors held 73,901 shares of PACCAR worth $8.88M as of Q2 2026.
  • Waverly Advisors bought 19,552 PACCAR shares in Q2 2026, an estimated $2.31M.
  • PACCAR made up 0.05% of Waverly Advisors's portfolio in Q2 2026, its #316 holding.
  • Waverly Advisors first reported a position in PACCAR in Q1 2024 and has held it in 10 quarters since.
  • 1,098 funds tracked by Wall St. Rank held PACCAR as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.