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Monte Financial Group, LLC → PKG

Monte Financial Group, LLC PKG Position History

Packaging Corporation of America • Basic Materials

Quarters held
4
Latest value
$7.4M
Q3 2026
Peak value
$8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.9M
Q1 2026$6.6M
Q2 2026$8M
Q3 2026$7.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.4M32.4K——
Q2 2026$8M32.7K——
Q1 2026$6.6M31.2K——
Q4 2025$5.9M28.7K——

Other funds holding PKG

Other Monte Financial Group, LLC positions

JNJ

JOHNSON & JOHNSON

$9.2M
ADP

AUTOMATIC DATA PROCESSING IN

$9.1M
JNJ

JOHNSON & JOHNSON

$8.7M
WFC-PZ

WELLS FARGO CO NEW

$8.7M
RTX

RTX CORPORATION

$8.6M
ADP

AUTOMATIC DATA PROCESSING IN

$8.6M
HD

HOME DEPOT INC

$8.4M
RTX

RTX CORPORATION

$8.4M
Monte Financial Group, LLC PKG Holdings: 13F Position History | Track13F