JFS Wealth Advisors
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JFS Wealth Advisors’s Crown Holdings CCK Stock Holding History

JFS 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
Q3 		$10.2K Buy
97
+4
+4% +$460 ﹤0.01% 968
2026
Q2 		$10.4K Hold
93
– – ﹤0.01% 992
2026
Q1 		$9.32K Sell
93
-24
-21% -$2.56K ﹤0.01% 976
2025
Q4 		$12K Buy
117
+91
+350% +$8.87K ﹤0.01% 918
2025
Q3 		$2.51K Buy
26
+4
+18% +$401 ﹤0.01% 1374
2025
Q2 		$2.27K Sell
22
-41
-65% -$3.9K ﹤0.01% 1361
2025
Q1 		$5.62K Sell
63
-22
-26% -$1.92K ﹤0.01% 1075
2024
Q4 		$7.03K Hold
85
– – ﹤0.01% 982
2024
Q3 		$8.15K Buy
85
+3
+4% +$258 ﹤0.01% 930
2024
Q2 		$6.1K Hold
82
– – ﹤0.01% 987
2024
Q1 		$6.5K Sell
82
-3
-4% -$246 ﹤0.01% 994
2023
Q4 		$7.83K Buy
85
+1
+1% +$85 ﹤0.01% 867
2023
Q3 		$7.43K Buy
84
+37
+79% +$3.32K ﹤0.01% 829
2023
Q2 		$4.08K Buy
47
+1
+2% +$82 ﹤0.01% 1091
2023
Q1 		$3.8K Sell
46
-34
-43% -$2.88K ﹤0.01% 1107
2022
Q4 		$6.58K Sell
80
-28
-26% -$2.23K ﹤0.01% 879
2022
Q3 		$9K Buy
108
+43
+66% +$4.01K ﹤0.01% 753
2022
Q2 		$6K Sell
65
-24
-27% -$2.56K ﹤0.01% 920
2022
Q1 		$11K Buy
89
+56
+170% +$6.62K ﹤0.01% 757
2021
Q4 		$4K Buy
+33
New +$3.51K ﹤0.01% 837
2015
Q1 		– Sell
-27
Closed -$1K – 513
2014
Q4 		$1K Hold
27
– – ﹤0.01% 495
2014
Q3 		$1K Sell
27
-5
-16% -$241 ﹤0.01% 452
2014
Q2 		$2K Buy
+32
New +$1.54K ﹤0.01% 425

Other funds holding CCK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

JFS Wealth Advisors's CCK Position: Q3 2026 in Review

JFS Wealth Advisors increased its Crown Holdings (CCK) stake by 4.3% in Q3 2026, buying an estimated $460 and bringing the position to 97 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

JFS Wealth Advisors first reported a position in CCK in Q2 2014 and has held it in 23 quarters since. The position peaked at $12K in Q4 2025. 370 funds tracked by Wall St. Rank hold CCK as of Q3 2026.

  • JFS Wealth Advisors held 97 shares of Crown Holdings worth $10.2K as of Q3 2026.
  • JFS Wealth Advisors bought 4 Crown Holdings shares in Q3 2026, an estimated $460.
  • Crown Holdings made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #968 holding.
  • JFS Wealth Advisors first reported a position in Crown Holdings in Q2 2014 and has held it in 23 quarters since.
  • JFS Wealth Advisors's Crown Holdings position peaked at $12K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held Crown Holdings as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.