DWM
CCK icon

Dynasty Wealth Management’s Crown Holdings CCK Stock Holding History

Dynasty 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
Q1 		– Sell
-2,327
Closed -$240K – 341
2025
Q4 		$240K Buy
+2,327
New +$227K ﹤0.01% 317
2025
Q3 		– Sell
-4,303
Closed -$443K – 312
2025
Q2 		$443K Sell
4,303
-769
-15% -$73.2K 0.01% 191
2025
Q1 		$453K Buy
5,072
+54
+1% +$4.71K 0.01% 204
2024
Q4 		$415K Sell
5,018
-487
-9% -$44.3K 0.01% 214
2024
Q3 		$528K Buy
5,505
+880
+19% +$75.8K 0.02% 178
2024
Q2 		$344K Buy
4,625
+1,057
+30% +$85.3K 0.01% 206
2024
Q1 		$283K Buy
+3,568
New +$292K 0.01% 229

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dynasty Wealth Management's CCK Position: Q1 2026 in Review

Dynasty Wealth Management sold out of Crown Holdings (CCK) in Q1 2026, closing a stake of 2,327 shares — an estimated $240K sold.

Dynasty Wealth Management first reported a position in CCK in Q1 2024 and held it in 7 quarters. The position peaked at $528K in Q3 2024. 633 funds tracked by Wall St. Rank hold CCK as of Q1 2026.

  • Dynasty Wealth Management reported no remaining Crown Holdings position as of Q1 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 2,327 Crown Holdings shares in Q1 2026, an estimated $240K.
  • Dynasty Wealth Management first reported a position in Crown Holdings in Q1 2024 and held it in 7 quarters.
  • Dynasty Wealth Management's Crown Holdings position peaked at $528K in Q3 2024.
  • 633 funds tracked by Wall St. Rank held Crown Holdings as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.