GA
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GoalVest Advisory’s Crown Holdings CCK Stock Holding History

GoalVest Advisory’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
Q3 		$3.06K Buy
+29
New +$3.33K ﹤0.01% 620

Other funds holding CCK

LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GoalVest Advisory's CCK Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Crown Holdings (CCK) in Q3 2026: 29 shares worth $3.06K. The stake represents ﹤0.01% of the portfolio and ranks #620 among its holdings.

14 funds tracked by Wall St. Rank hold CCK as of Q3 2026.

  • GoalVest Advisory held 29 shares of Crown Holdings worth $3.06K as of Q3 2026.
  • Crown Holdings was a new GoalVest Advisory position in Q3 2026.
  • Crown Holdings made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #620 holding.
  • 14 funds tracked by Wall St. Rank held Crown Holdings as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.