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Kelleher Financial Advisors’s Crown Holdings CCK Stock Holding History

Kelleher Financial 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 		$23.8K Buy
213
+164
+335% +$16.6K ﹤0.01% 529
2026
Q1 		$5.05K Hold
49
– – ﹤0.01% 590
2025
Q4 		$5.05K Hold
49
– – ﹤0.01% 623
2025
Q3 		$4.73K Buy
+49
New +$4.92K ﹤0.01% 556

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 $3.38T AUM 44.17% 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

Kelleher Financial Advisors's CCK Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Crown Holdings (CCK) stake by 335% in Q2 2026, buying an estimated $16.6K and bringing the position to 213 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Kelleher Financial Advisors first reported a position in CCK in Q3 2025 and has held it in 4 quarters since. 605 funds tracked by Wall St. Rank hold CCK as of Q2 2026.

  • Kelleher Financial Advisors held 213 shares of Crown Holdings worth $23.8K as of Q2 2026.
  • Kelleher Financial Advisors bought 164 Crown Holdings shares in Q2 2026, an estimated $16.6K.
  • Crown Holdings made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #529 holding.
  • Kelleher Financial Advisors first reported a position in Crown Holdings in Q3 2025 and has held it in 4 quarters since.
  • 605 funds tracked by Wall St. Rank held Crown Holdings as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.