Packaging Corporation of America· PKG

🇺🇸 US · LargeSP500NYSE

Consumer Cyclical Packaging & Containers Website

Price: $232.77
Day: -1.19%
Mkt Cap: $20.74B
52W Range: $191.50 – $259.98
Volume: 1.09M
Beta: 0.80

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 2.7 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 913 institutions hold; 455 added, 297 reduced
Insiders Q3 2026: no purchases, 4 sales ($10.2M)

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Packaging Corporation of America

PKG|Consumer Cyclical|Packaging & Containers

Current price: $233

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

5.2x

vs own 6-quarter average

Seller breadth · Q3 2026

2 sellers

vs 1.0 avg per quarter

Institutional net breadth · Q2 2026

+178

558 adding vs 380 reducing

Institutional ownership · Q2 2026

99.8%

913 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

7.7M

+0.1%

PRICE T ROWE ASSOCIATES INC /MD/

5.8M

-10.7%

VANGUARD CAPITAL MANAGEMENT LLC

5.8M

+0.0%

STATE STREET CORP

4.6M

+8.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

4.4M

+0.5%

JPMORGAN CHASE & CO

3.7M

+8.4%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

101

185

117

101 buying185 unchanged117 selling

403 funds held PKG in Q2 2026, holding 41.4M shares between them, down 4.5% on the quarter.

Largest fund holders

SPDR SERIES TRUST392.1K sh

NATIONWIDE MUTUAL FUNDS55.1K sh

Listed Funds Trust2.3K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Nov 7

KOWLZAN MARK W

$8.7M

Sale · Nov 8

KOWLZAN MARK W

$6.5M

Sale · Sep 11

KOWLZAN MARK W

$5.4M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

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The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 21, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

PKG Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

2.7/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-80

Institutional Flow

50% weight

+34

Fund Flow

10% weight

Overall Smart Money sentiment of 2.7/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 20, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for PKG

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Very Bearish

Heavy insider selling in Q3 2026

4 sales totaling $10.2M (40.4K shares)

Share volume is 5x the historical average, extreme level

Buying seen in 1 of 15 quarters

5.2x

Selling pace

vs own 6-qtr average

Heavy

2.38%

Stake sold

of active insiders' holdings

2 sellers

Seller breadth

vs 0.5 avg per quarter

Q2 2024

Last insider purchase

buying in 1 of 16 quarters

Notable Recent Transactions, PKG

Top 8 highest-value insider trades from the last 8 quarters

KOWLZAN MARK W

CEO

Sell

36,444 shares at $239.54

≈7.5% of their stake at the time

Nov 7, 2024$8.73M

KOWLZAN MARK W

CEO

Sell

27,031 shares at $240.34

≈6.0% of their stake at the time

Nov 8, 2024$6.50M

KOWLZAN MARK W

CEO

Sell

25,000 shares at $215.97

≈5.4% of their stake at the time

Sep 11, 2025$5.40M

Hassfurther Thomas A

Exec. VP

Sell

16,492 shares at $242.38

≈8.3% of their stake at the time

Nov 6, 2024$4.00M

Hassfurther Thomas A

President

Sell

12,531 shares at $250.00

≈5.4% of their stake at the time

Aug 3, 2026$3.13M

Shirley Donald R.

Exec. VP

Sell

12,000 shares at $250.71

≈38.6% of their stake at the time

Aug 20, 2026$3.01M

Mundy Robert P.

CFO

Sell

12,500 shares at $240.62

≈22.1% of their stake at the time

Nov 8, 2024$3.01M

Hassfurther Thomas A

President

Sell

12,129 shares at $230.50

≈5.8% of their stake at the time

Feb 5, 2026$2.80M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for PKG

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

99.8% institutional ownership

Slight accumulation: 558 adding vs 380 reducing

13F shares increased by 1.7%, a modest change

+178

Net breadth

558 adding vs 380 reducing

Accumulating

1.47

Add / reduce ratio

in Q2 2026

+20

New − closed

103 initiated, 83 exited

7 of 9

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+558 growing-380 shrinkingNet: +178

103

455

297

New (103)

Increased (455)

Reduced (297)

Closed (83)

Top Institutional Holders, PKG

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

7.7M

$1.8B

Ownership

8.72%

+0.1%

PRICE T ROWE ASSOCIATES INC /MD/

5.8M

$1.4B

Ownership

6.59%

-10.7%

VANGUARD CAPITAL MANAGEMENT LLC

5.8M

$1.4B

Ownership

6.56%

+0.0%

STATE STREET CORP

4.6M

$1.1B

Ownership

5.22%

+8.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

4.4M

$1.0B

Ownership

4.98%

+0.5%

JPMORGAN CHASE & CO

3.7M

$882.4M

Ownership

4.20%

+8.4%

BANK OF NEW YORK MELLON CORP

3.1M

$748.1M

Ownership

3.55%

+40.5%

CURATED WEALTH PARTNERS LLC

2.8M

$3.8M

Ownership

3.21%

New

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 403 ETFs and mutual funds reporting

101 buying117 sellingNet: -16

101

185

117

Buying (101)

Unchanged (185)

Selling (117)

In total, funds bought 1.9M shares and sold 3.7M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

403 ETFs and mutual funds reporting

101 buying vs 117 selling (balanced)

Top Fund Holders, PKG

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

392.1K

Weight

1.94%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

55.1K

Weight

0.01%

Jul 31, 2026Increased

Listed Funds Trust

2.3K

Weight

40.19%

Jul 31, 2026No change

GLENMEDE FUND INC

1.7K

Weight

0.11%

Jul 31, 2026No change

Principal Real Asset Fund

439

Weight

0.29%

Jun 30, 2026Increased

NORTHERN LIGHTS FUND TRUST II

424

Weight

0.01%

Jun 30, 2026No change

WILSHIRE MUTUAL FUNDS INC

415

Weight

0.00%

Jun 30, 2026No change

T. Rowe Price Capital Appreciation Fund, Inc.

378

Weight

0.00%

Jun 30, 2026No change

Packaging Corporation of America· PKG

Holdings Analysis

Insider Trading Activity

1.3Transaction History49Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings166Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History49Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings166Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights