Position in PKG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,802,002
+$1,187,317 QoQ
Shares Held
32,743
+5.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
2.66%
of 13F equity value
Holder Rank
#165
of 893 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PKG Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Monte Financial Group, LLC holds $15,178,536 across 2 Packaging & Containers names. PKG ranks #1 (51.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
This page
|
32,743 | $7,802,002 | |
| 2 | AVY |
Avery Dennison Corp
|
45,436 | $7,376,534 |
All Filings in PKG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,802,002 | 32,743 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,614,685 | 31,169 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,908,695 | 28,651 | Shares | Sole | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||