CCM
SW

Coldstream Capital Management’s Smurfit Westrock SW Stock Holding History

Coldstream Capital Management’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$233K Buy
+5,028
New +$208K ﹤0.01% 1097
2025
Q2 		– Sell
-2,203
Closed -$99.3K – 3476
2025
Q1 		$99.3K Buy
+2,203
New +$112K ﹤0.01% 1359

Other funds holding SW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Coldstream Capital Management's SW Position: Q2 2026 in Review

Coldstream Capital Management opened a new position in Smurfit Westrock (SW) in Q2 2026: 5,028 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #1097 among its holdings. This is a return to the name: Coldstream Capital Management previously reported a position in SW as recently as Q1 2025.

Coldstream Capital Management first reported a position in SW in Q1 2025 and has held it in 2 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Coldstream Capital Management held 5,028 shares of Smurfit Westrock worth $233K as of Q2 2026.
  • Smurfit Westrock was a new Coldstream Capital Management position in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1097 holding.
  • Coldstream Capital Management first reported a position in Smurfit Westrock in Q1 2025 and has held it in 2 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.