Caldwell Trust Co

Bank

Position in PKG — Packaging Corp Of America

CIK 2080218 Venice, FL

Position in PKG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$767,023

+$60,968 QoQ

Shares Held

3,219

-3.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#443

of 891 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Caldwell Trust Co holds $1,389,092 across 6 Packaging & Containers names. PKG ranks #1 (55.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PKG	Packaging Corp Of America This page	3,219	$767,023
2	AVY	Avery Dennison Corp	1,263	$205,048
3	BALL	BALL Corp	2,206	$137,654
4	IP	International Paper Co /New/	3,416	$130,149
5	SON	Sonoco Products Co	1,748	$98,499
6	AMCR	Amcor plc	1,170	$50,719

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$767,023	3,219	-3.2%	Shares	Sole	2026-08-03
2026-03-31	$706,055	3,327	-2.0%	Shares	Sole	2026-04-22
2025-12-31	$699,944	3,394	-2.0%	Shares	Sole	2026-01-30
2025-09-30	$754,909	3,464	-5.5%	Shares	Sole	2025-10-23
2025-06-30	$690,480	3,664	-0.9%	Shares	Sole	2025-09-22
2025-03-31	$732,079	3,697	-1.0%	Shares	Sole	2025-09-23
2024-12-31	$840,860	3,735	-14.9%	Shares	Sole	2025-09-24
2024-09-30	$945,606	4,390	-4.3%	Shares	Sole	2025-09-24
2024-06-30	$837,402	4,587	0.0%	Shares	Sole	2025-09-24
2024-03-31	$870,520	4,587	-8.2%	Shares	Sole	2025-09-24
2023-12-31	$813,898	4,996	-1.3%	Shares	Sole	2025-10-01
2023-09-30	$777,577	5,064	-2.6%	Shares	Sole	2025-10-01
2023-06-30	$686,967	5,198	-0.6%	Shares	Sole	2025-10-01
2023-03-31	$726,358	5,232	-0.6%	Shares	Sole	2025-10-01
2022-12-31	$673,574	5,266	+2.1%	Shares	Sole	2025-10-01
2022-09-30	$579,304	5,159	-5.3%	Shares	Sole	2025-10-01
2022-06-30	$749,237	5,449	+3.7%	Shares	Sole	2025-10-02
2022-03-31	$820,045	5,253	+3.4%	Shares	Sole	2025-10-02
2021-12-31	$691,505	5,079	0.0%	Shares	Sole	2025-10-02
2021-09-30	$698,057	5,079	-0.8%	Shares	Sole	2025-10-02
2021-06-30	$693,350	5,120	+8.2%	Shares	Sole	2025-10-02
2021-03-31	$636,224	4,731	+7.6%	Shares	Sole	2025-10-02
2020-12-31	$606,528	4,398	-3.8%	Shares	Sole	2025-10-02
2020-09-30	$498,358	4,570	-3.0%	Shares	Sole	2025-10-02
2020-06-30	$470,257	4,712	-0.9%	Shares	Sole	2025-10-02
2020-03-31	$413,050	4,757	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.