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EP Wealth Advisors’s Crown Holdings CCK Stock Holding History

EP Wealth Advisors’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 		$827K Buy
7,392
+589
+9% +$59.5K ﹤0.01% 815
2026
Q1 		$682K Buy
6,803
+257
+4% +$27.5K ﹤0.01% 778
2025
Q4 		$674K Buy
+6,546
New +$638K ﹤0.01% 741
2025
Q2 		$311K Buy
3,019
+578
+24% +$55K ﹤0.01% 997
2025
Q1 		$218K Buy
+2,441
New +$213K ﹤0.01% 1092

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 $3.37T AUM 44.26% 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

EP Wealth Advisors's CCK Position: Q2 2026 in Review

EP Wealth Advisors increased its Crown Holdings (CCK) stake by 8.7% in Q2 2026, buying an estimated $59.5K and bringing the position to 7,392 shares worth $827K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

EP Wealth Advisors first reported a position in CCK in Q1 2025 and has held it in 5 quarters since. 603 funds tracked by Wall St. Rank hold CCK as of Q2 2026.

  • EP Wealth Advisors held 7,392 shares of Crown Holdings worth $827K as of Q2 2026.
  • EP Wealth Advisors bought 589 Crown Holdings shares in Q2 2026, an estimated $59.5K.
  • Crown Holdings made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #815 holding.
  • EP Wealth Advisors first reported a position in Crown Holdings in Q1 2025 and has held it in 5 quarters since.
  • 603 funds tracked by Wall St. Rank held Crown Holdings as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.