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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
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 $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Waverly Advisors's PCAR Position: Q1 2026 in Review

Waverly Advisors increased its PACCAR (PCAR) stake by 1% in Q1 2026, buying an estimated $66.5K and bringing the position to 54,349 shares worth $6.28M. The position accounts for 0.05% of the portfolio, ranked #352.

Waverly Advisors first reported a position in PCAR in Q1 2024 and has held it in 9 quarters since. 1,076 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

  • Waverly Advisors held 54,349 shares of PACCAR worth $6.28M as of Q1 2026.
  • Waverly Advisors bought 550 PACCAR shares in Q1 2026, an estimated $66.5K.
  • PACCAR made up 0.05% of Waverly Advisors's portfolio in Q1 2026, its #352 holding.
  • Waverly Advisors first reported a position in PACCAR in Q1 2024 and has held it in 9 quarters since.
  • 1,076 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.