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Kaufman Rossin Wealth’s Crown Holdings CCK Stock Holding History

Kaufman Rossin Wealth’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
-2,297
Closed -$237K – 114
2025
Q4 		$237K Sell
2,297
-90
-4% -$8.77K 0.12% 133
2025
Q3 		$231K Buy
2,387
+40
+2% +$4.01K 0.13% 129
2025
Q2 		$242K Buy
+2,347
New +$224K 0.15% 109

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

Kaufman Rossin Wealth's CCK Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Crown Holdings (CCK) in Q1 2026, closing a stake of 2,297 shares — an estimated $237K sold.

Kaufman Rossin Wealth first reported a position in CCK in Q2 2025 and held it in 3 quarters. The position peaked at $242K in Q2 2025. 633 funds tracked by Wall St. Rank hold CCK as of Q1 2026.

  • Kaufman Rossin Wealth reported no remaining Crown Holdings position as of Q1 2026 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 2,297 Crown Holdings shares in Q1 2026, an estimated $237K.
  • Kaufman Rossin Wealth first reported a position in Crown Holdings in Q2 2025 and held it in 3 quarters.
  • Kaufman Rossin Wealth's Crown Holdings position peaked at $242K in Q2 2025.
  • 633 funds tracked by Wall St. Rank held Crown Holdings as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.