13FPulse
PK

PKG PACKAGING CORP OF AMERICA

2026Q2 · CUSIP 695156109 · Sector: Materials

Normal

Fund flows are within the usual range

Funds that own it
877
Institutions that reported holding it to the SEC
Net decrease in holders
1
Last quarter 878 → now 877
How unusual is that
Below average
Stronger than only 32% of US stocks
What the filings say, in one paragraph

877 funds held PKG at the end of 2026Q2, down 1 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $9.5B(YoY +10.3%), the P/E is 29.7x, return on equity is 14.8%. PKG has had 21 buying rushes in its history, and the price moved +2.1% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Materials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=323 2013Q4: holders=347 2014Q1: holders=368 2014Q2: holders=342 2014Q3: holders=352 2014Q4: holders=361 2015Q1: holders=366 2015Q2: holders=374 2015Q3: holders=373 2015Q4: holders=379 2016Q1: holders=373 2016Q2: holders=421 2016Q3: holders=432 2016Q4: holders=465 2017Q1: holders=472 2017Q2: holders=464 2017Q3: holders=511 2017Q4: holders=541 2018Q1: holders=571 2018Q2: holders=564 2018Q3: holders=542 2018Q4: holders=562 2019Q1: holders=585 2019Q2: holders=570 2019Q3: holders=554 2019Q4: holders=581 2020Q1: holders=527 2020Q2: holders=540 2020Q3: holders=533 2020Q4: holders=582 2021Q1: holders=586 2021Q2: holders=584 2021Q3: holders=593 2021Q4: holders=597 2022Q1: holders=627 2022Q2: holders=646 2022Q3: holders=613 2022Q4: holders=663 2023Q1: holders=660 2023Q2: holders=654 2023Q3: holders=646 2023Q4: holders=742 2024Q1: holders=779 2024Q2: holders=775 2024Q3: holders=816 2024Q4: holders=904 2025Q1: holders=855 2025Q2: holders=842 2025Q3: holders=857 2025Q4: holders=869 2026Q1: holders=878 2026Q2: holders=877 -96 -48 +0 +48 +96 290620950 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 21 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2024Q4 Top 5% -4.6% -8.0%
2024Q3 Top 10% -4.1% -12.2%
2024Q1 Top 10% -2.4% +8.3%
2023Q4 Top 5% +12.5% +9.8%
2022Q4 Top 10% -0.9% -7.8%
2022Q2 Top 10% -19.5% -8.9%
2022Q1 Top 5% -7.5% -3.0%
2020Q4 Top 20% +5.9% +14.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
292
Change in large funds
+24
Total value they hold
$20.8B
Funds buying for the first time
101
Funds that sold out entirely
102
Price change that quarter
+9.5%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
5

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
29.7
EPS (TTM)
$7.71
EPS YoY
-23.1%
Revenue (TTM)
$9.5B
Revenue YoY
+10.3%
Net margin
7.3%
ROE
14.8%
Debt ratio
57.7%
FCF (TTM)
$742M
Dividend (TTM)
$5.25
Quarterly Revenue & EPS
2021-09-30: EPS 2.63 2021-12-31: EPS 2.28 2022-03-31: EPS 2.70 2022-06-30: EPS 3.20 2022-09-30: EPS 2.80 2022-12-31: EPS 2.33 2023-03-31: EPS 2.11 2023-06-30: EPS 2.24 2023-09-30: EPS 2.03 2023-12-31: EPS 2.10 2024-03-31: EPS 1.63 2024-06-30: EPS 2.21 2024-09-30: EPS 2.64 2024-12-31: EPS 2.45 2025-03-31: EPS 2.26 2025-06-30: EPS 2.67 2025-09-30: EPS 2.51 2025-12-31: EPS 1.14 2026-03-31: EPS 1.91 2026-06-30: EPS 2.15 0B 1.2B 2.5B $B 0.00 1.76 3.52 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 20 10 22 35 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K140M280M 20162017201820192020202120222023202420252026
Latest quarter $165M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.