MCDANIEL TERRY & CO PCAR — Paccar COM

Ownership history in MCDANIEL TERRY & CO  ·  68 quarters on record

AI Ownership Summary

MCDANIEL TERRY & CO reported Paccar COM (PCAR) in 68 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.22% in 2024 Q1. The latest visible filing shows PCAR at 3.78% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PCAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MCDANIEL TERRY & CO's position in Paccar COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PCAR was reported at 3.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.22% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PCAR stock page MCDANIEL TERRY & CO fund profile MCDANIEL TERRY & CO full holdings
How MCDANIEL TERRY & CO held PCAR — position size vs. price
% of Fund (quarterly)    PCAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 384,926 +9,576 +2.6% 3.78% $44.5M 2026-05-05 $113.42
2025 Q4 REDUCED 6.0% +5.7% ❌ 375,350 -23,865 -6.0% 3.58% $41.1M 2026-02-10 $126.74
2025 Q3 REDUCED — — — 399,215 -2,381 -0.6% 3.16% $39.3M 2025-10-22 $97.96
2025 Q2 REDUCED — — — 401,596 -107 -0.0% 3.13% $38.2M 2025-07-31 $96.62
2025 Q1 REDUCED — — — 401,703 -2,731 -0.7% 3.42% $39.1M 2025-04-24 $90.36
2024 Q4 ADDED — — — 404,434 +18,689 +4.8% 3.45% $42.1M 2025-02-03 $106.07
2024 Q3 ADDED — — — 385,745 +2,559 +0.7% 3.19% $38.1M 2024-10-23 $97.82
2024 Q2 ADDED — — — 383,186 +452 +0.1% 3.44% $39.4M 2024-08-05 $86.36
2024 Q1 REDUCED — — — 382,734 -6,034 -1.6% 4.22% $47.4M 2024-04-29 $106.45
2023 Q4 ADDED — — — 388,768 +1,208 +0.3% 3.63% $38.0M 2024-01-24 $94.21
58 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PCAR

As of 2026 Q1 — sorted by position size

WASHINGTON TRUST BANK 3Y 7Y 6.4% Clearstead Advisors, LLC 3Y 7Y 5.15% Eliot Finkel Investment Counsel, LLC 3Y 7Y 4.08% Paradiem, LLC 3Y 2.8% Lakeside Advisors, INC. 3Y 2.62% Madison Asset Management, LLC 3Y 2.27% DELTA CAPITAL MANAGEMENT LLC 3Y 7Y 2.1% Cairn Investment Group, Inc. 3Y 1.85% DONALDSON CAPITAL MANAGEMENT, LLC 3Y 7Y 1.81% Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 1.8%

FAQ About MCDANIEL TERRY & CO and PCAR

These are the practical questions this page is built to answer before you even open the full history table.

How long has MCDANIEL TERRY & CO reported owning PCAR?

MCDANIEL TERRY & CO reported PCAR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PCAR position in MCDANIEL TERRY & CO's portfolio?

The largest reported portfolio weight for PCAR was 4.22% in 2024 Q1.

What is the latest reported PCAR position on this page?

The most recent filing on this page is 2026 Q1, when MCDANIEL TERRY & CO reported 384,926 shares, equal to 3.78% of portfolio, with an estimated market value of $44.5M.

What does the chart on this PCAR ownership page compare?

The chart compares MCDANIEL TERRY & CO's quarterly PCAR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MCDANIEL TERRY & CO time their PCAR position?

Based on 13F filing dates vs. subsequent PCAR price moves, MCDANIEL TERRY & CO correctly timed 43 out of 67 reported position changes (64%).

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