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Consolidated Planning Corp’s Crane Co CR Stock Holding History

Consolidated Planning Corp’s Portfolio CR Stock Details CR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$228K Hold
1,331
– – 0.04% 135
2025
Q4 		$245K Hold
1,331
– – 0.02% 189
2025
Q3 		$245K Hold
1,331
– – 0.03% 176
2025
Q2 		$253K Hold
1,331
– – 0.03% 168
2025
Q1 		$204K Hold
1,331
– – 0.03% 179
2024
Q4 		$202K Hold
1,331
– – 0.03% 196
2024
Q3 		$211K Buy
+1,331
New +$200K 0.03% 189

Other funds holding CR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Consolidated Planning Corp's CR Position: Q1 2026 in Review

Consolidated Planning Corp held its Crane Co (CR) position steady in Q1 2026 at 1,331 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #135.

Consolidated Planning Corp first reported a position in CR in Q3 2024 and has held it in 7 quarters since. The position peaked at $253K in Q2 2025. 559 funds tracked by Wall St. Rank hold CR as of Q1 2026.

  • Consolidated Planning Corp held 1,331 shares of Crane Co worth $228K as of Q1 2026.
  • Consolidated Planning Corp left its Crane Co share count unchanged in Q1 2026.
  • Crane Co made up 0.04% of Consolidated Planning Corp's portfolio in Q1 2026, its #135 holding.
  • Consolidated Planning Corp first reported a position in Crane Co in Q3 2024 and has held it in 7 quarters since.
  • Consolidated Planning Corp's Crane Co position peaked at $253K in Q2 2025.
  • 559 funds tracked by Wall St. Rank held Crane Co as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.