JWA
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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
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 		$3.81K 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 +$1.53K ﹤0.01% 425

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

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

JFS Wealth Advisors held its Crown Holdings (CCK) position steady in Q2 2026 at 93 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

JFS Wealth Advisors first reported a position in CCK in Q2 2014 and has held it in 22 quarters since. The position peaked at $12K in Q4 2025. 601 funds tracked by Wall St. Rank hold CCK as of Q2 2026.

  • JFS Wealth Advisors held 93 shares of Crown Holdings worth $10.4K as of Q2 2026.
  • JFS Wealth Advisors left its Crown Holdings share count unchanged in Q2 2026.
  • Crown Holdings made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #992 holding.
  • JFS Wealth Advisors first reported a position in Crown Holdings in Q2 2014 and has held it in 22 quarters since.
  • JFS Wealth Advisors's Crown Holdings position peaked at $12K in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Crown Holdings as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.