Morningstar Investment Management LLC
Position in PKG — Packaging Corp Of America
CIK 1673385
CHICAGO, IL
Position in PKG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$530,887
+$58,061 QoQ
Shares Held
2,228
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#497
of 893 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PKG Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Morningstar Investment Management LLC holds $5,454,229 across 4 Packaging & Containers names. PKG ranks #2 (9.7% of the industry book) .
All Filings in PKG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,887 | 2,228 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $472,826 | 2,228 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $531,042 | 2,575 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $639,188 | 2,933 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $253,276 | 1,344 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $247,643 | 1,100 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $236,940 | 1,100 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $202,495 | 1,067 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||