Position in PKG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,672,621
+$2,244,657 QoQ
Shares Held
31,442
+46.4% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0.2607976591819859.ToString("F0")%
Shared 0.ToString("F0")%
None 99.73920234081801.ToString("F0")%
Common Shares in PKG Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $60,409,425 across 20 Packaging & Containers names. PKG ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMCR |
Amcor plc
|
188,013 | $7,473,516 | |
| 2 | GEF |
Greif, Inc
|
104,073 | $6,980,176 | |
| 3 | CCK |
Crown Holdings, Inc.
|
68,107 | $6,827,726 | |
| 4 | PKG |
Packaging Corp Of America
This page
|
31,442 | $6,672,621 | |
| 5 | AVY |
Avery Dennison Corp
|
28,337 | $4,893,233 | |
| 6 | SON |
Sonoco Products Co
|
89,891 | $4,862,204 | |
| 7 | IP |
International Paper Co /New/
|
129,431 | $4,620,686 | |
| 8 | BALL |
BALL Corp
|
74,797 | $4,421,250 |
All Filings in PKG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,672,621 | 31,442 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,427,964 | 21,471 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,371,756 | 24,649 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,744,019 | 14,561 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,956,636 | 14,931 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,979,171 | 17,675 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,627,766 | 16,842 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,977,187 | 16,308 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,879,151 | 15,171 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,423,123 | 14,874 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,278,682 | 14,840 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,892,531 | 14,320 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,411,477 | 17,370 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,818,496 | 14,217 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $379,427 | 3,379 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,287,587 | 16,637 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $419,623 | 2,688 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $345,276 | 2,536 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $485,300 | 3,531 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $370,644 | 2,737 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $339,696 | 2,526 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $387,665 | 2,811 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $213,738 | 1,960 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||