Stack Financial Management, Inc PCAR — PACCAR INC

Ownership history in Stack Financial Management, Inc  ·  5 quarters on record

AI Ownership Summary

Stack Financial Management, Inc reported PACCAR INC (PCAR) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.75% in 2025 Q2. The latest visible filing shows PCAR at 1.73% 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.

What this PCAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stack Financial Management, Inc's position in PACCAR INC, 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 1.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.75% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 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 Stack Financial Management, Inc fund profile Stack Financial Management, Inc full holdings
How Stack Financial Management, Inc 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 204,178 -321 -0.2% 1.73% $23.6M 2026-05-04 $114.37
2025 Q4 REDUCED — — — 204,499 -3,123 -1.5% 1.71% $22.4M 2026-02-03 $127.57
2025 Q3 REDUCED — — — 207,622 -909 -0.4% 1.69% $20.4M 2025-11-03 $95.66
2025 Q2 REDUCED — — — 208,531 -2,877 -1.4% 1.75% $19.8M 2025-07-25 $99.37
2025 Q1 INITIATED — — — 211,408 — — 1.71% $20.6M 2025-05-02 $87.65

🏢 Other funds also holding PCAR

As of 2026 Q1 — sorted by position size

Eliot Finkel Investment Counsel, LLC 3Y 7Y 4.08% Paradiem, LLC 3Y 2.8% Lakeside Advisors, INC. 3Y 2.62% 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% HARBOUR INVESTMENT MANAGEMENT LLC 3Y 7Y 1.71% Parcion Private Wealth LLC 3Y 1.63% Hudson Capital Management LLC 3Y 7Y 1.63%

FAQ About Stack Financial Management, Inc and PCAR

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

How long has Stack Financial Management, Inc reported owning PCAR?

Stack Financial Management, Inc reported PCAR across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported PCAR position in Stack Financial Management, Inc's portfolio?

The largest reported portfolio weight for PCAR was 1.75% in 2025 Q2.

What is the latest reported PCAR position on this page?

The most recent filing on this page is 2026 Q1, when Stack Financial Management, Inc reported 204,178 shares, equal to 1.73% of portfolio, with an estimated market value of $23.6M.

What does the chart on this PCAR ownership page compare?

The chart compares Stack Financial Management, Inc'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 Stack Financial Management, Inc time their PCAR position?

Based on 13F filing dates vs. subsequent PCAR price moves, Stack Financial Management, Inc correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on PCAR relative to SPY over the holding period was +1.5%.

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