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Dogwood Wealth Management’s Crown Holdings CCK Stock Holding History

Dogwood Wealth Management’s Portfolio CCK Stock Details CCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.9K Buy
+17
New +$1.72K ﹤0.01% 673
2026
Q1 		– Sell
-23
Closed -$2.37K – 873
2025
Q4 		$2.37K Buy
+23
New +$2.24K ﹤0.01% 532
2024
Q3 		– Hold
0
– – – 539
2024
Q2 		– Hold
0
– – – 570
2024
Q1 		– Hold
0
– – – 574
2023
Q4 		– Hold
0
– – – 530

Other funds holding CCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Dogwood Wealth Management's CCK Position: Q2 2026 in Review

Dogwood Wealth Management opened a new position in Crown Holdings (CCK) in Q2 2026: 17 shares worth $1.9K. The stake represents ﹤0.01% of the portfolio and ranks #673 among its holdings. This is a return to the name: Dogwood Wealth Management previously reported a position in CCK as recently as Q4 2025.

Dogwood Wealth Management first reported a position in CCK in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.37K in Q4 2025. 605 funds tracked by Wall St. Rank hold CCK as of Q2 2026.

  • Dogwood Wealth Management held 17 shares of Crown Holdings worth $1.9K as of Q2 2026.
  • Crown Holdings was a new Dogwood Wealth Management position in Q2 2026.
  • Crown Holdings made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #673 holding.
  • Dogwood Wealth Management first reported a position in Crown Holdings in Q4 2025 and has held it in 2 quarters since.
  • Dogwood Wealth Management's Crown Holdings position peaked at $2.37K in Q4 2025.
  • 605 funds tracked by Wall St. Rank held Crown Holdings as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.