Packaging Corporation of America
MX ˙ BMV ˙ US6951561090
SecurityMX:PKG / Packaging Corporation of America
InstitutionSummit Financial Strategies, Inc.
Latest Disclosed Ownership245,657 shares
Latest Disclosed Value $ 52,133,329
Summit Financial Strategies, Inc. reports 0.99% increase in ownership of PKG / Packaging Corporation of America

On May 1, 2026 - Summit Financial Strategies, Inc. filed a 13F-HR form disclosing ownership of 245,657 shares of Packaging Corporation of America (MX:PKG) valued at $52,133,329 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 243,253 shares of Packaging Corporation of America. This represents a change in shares of 0.99% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F PACKAGING CORP AMER COM 695156109 245,657 2,404 0.99 52,133 3.92 4.1083
2026-01-27 2025-12-31 13F PACKAGING CORP AMER COM 695156109 243,253 105 0.04 50,166 -5.33 4.1226
2025-10-22 2025-09-30 13F PACKAGING CORP AMER COM 695156109 243,148 0 0.00 52,989 15.64 4.5425
2025-07-17 2025-06-30 13F PACKAGING CORP AMER COM 695156109 243,148 12,531 5.43 45,821 0.34 4.2406
2025-05-12 2025-03-31 13F PACKAGING CORP AMER COM 695156109 230,617 15,860 7.39 45,667 -5.55 4.6058
2025-01-22 2024-12-31 13F PACKAGING CORP AMER COM 695156109 214,757 -19,738 -8.42 48,348 -4.28 5.3362
2024-10-16 2024-09-30 13F PACKAGING CORP AMER COM 695156109 234,495 0 0.00 50,510 17.99 5.6859
2024-07-19 2024-06-30 13F PACKAGING CORP AMER COM 695156109 234,495 12,129 5.45 42,809 1.44 5.3236
2024-05-09 2024-03-31 13F PACKAGING CORP AMER COM 695156109 222,366 -10,701 -4.59 42,201 11.15 5.8862
2024-02-13 2023-12-31 13F PACKAGING CORP AMER COM 695156109 233,067 0 0.00 37,969 6.09 5.8017
2023-10-24 2023-09-30 13F PACKAGING CORP AMER COM 695156109 233,067 -9,820 -4.04 35,787 11.49 6.8169
2023-07-21 2023-06-30 13F PACKAGING CORP AMER COM 695156109 242,887 11,830 5.12 32,100 0.07 5.9869
2023-04-21 2023-03-31 13F PACKAGING CORP AMER COM 695156109 231,057 0 0.00 32,078 8.54 6.3194
2023-01-20 2022-12-31 13F PACKAGING CORP AMER COM 695156109 231,057 0 0.00 29,555 13.91 6.3634
2022-10-21 2022-09-30 13F PACKAGING CORP AMER COM 695156109 231,057 29,570 14.68 25,945 -6.35 6.1599
2022-07-25 2022-06-30 13F PACKAGING CORP AMER COM 695156109 201,487 0 0.00 27,704 -11.92 6.4866
2022-05-04 2022-03-31 13F PACKAGING CORP AMER COM 695156109 201,487 0 0.00 31,454 14.66 6.3310
2022-02-03 2021-12-31 13F PACKAGING CORP AMER COM 695156109 201,487 0 0.00 27,432 -0.94 5.2951
2021-11-10 2021-09-30 13F PACKAGING CORP AMER COM 695156109 201,487 13,073 6.94 27,692 8.53 5.2906
2021-08-11 2021-06-30 13F PACKAGING CORP AMER COM 695156109 188,414 154,121 449.42 25,515 453.23 5.0539
2021-05-11 2021-03-31 13F PACKAGING CORP AMER COM 695156109 34,293 0 0.00 4,612 -2.47 1.6506
2021-02-05 2020-12-31 13F PACKAGING CORP AMER COM 695156109 34,293 0 0.00 4,729 26.44 1.6249
2020-11-16 2020-09-30 13F PACKAGING CORP AMER COM 695156109 34,293 0 0.00 3,740 9.29 1.5237
2020-07-31 2020-06-30 13F PACKAGING CORP AMER COM 695156109 34,293 0 0.00 3,422 14.91 1.5213
2020-05-11 2020-03-31 13F PACKAGING CORP AMER COM 695156109 34,293 0 0.00 2,978 -22.45 1.6151
2020-02-11 2019-12-31 13F PACKAGING CORP AMER COM 695156109 34,293 34,293 3,840 1.8784
2016-07-27 2016-06-30 13F PACKAGING CORP AMER COM 695156109 0 -89,949 -100.00 0 -100.00
2016-05-09 2016-03-31 13F PACKAGING CORP AMER COM 695156109 89,949 89,949 0.00 5,433 3.9766
2016-02-01 2015-12-31 13F PACKAGING CORP AMER COM 695156109 0 -29,406 -100.00 0 -100.00
2015-11-03 2015-09-30 13F PACKAGING CORP AMER COM 695156109 29,406 29,406 1,769 1.4683
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.