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Kerr Financial Planning’s Crown Castle CCI Stock Holding History

Kerr Financial Planning’s Portfolio CCI Stock Details CCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$103K Sell
1,355
-100
-7% -$8.78K 0.11% 135
2026
Q1 		$124K Buy
1,455
+858
+144% +$73.9K 0.09% 111
2025
Q4 		$47.8K Buy
597
+251
+73% +$23.1K 0.06% 182
2025
Q3 		$31.5K Buy
+346
New +$35K 0.04% 211

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kerr Financial Planning's CCI Position: Q2 2026 in Review

Kerr Financial Planning reduced its Crown Castle (CCI) stake by 6.9% in Q2 2026, selling an estimated $8.78K and leaving 1,355 shares worth $103K. The position accounts for 0.11% of the portfolio, ranked #135.

Kerr Financial Planning first reported a position in CCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $124K in Q1 2026. 940 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Kerr Financial Planning held 1,355 shares of Crown Castle worth $103K as of Q2 2026.
  • Kerr Financial Planning sold 100 Crown Castle shares in Q2 2026, an estimated $8.78K.
  • Crown Castle made up 0.11% of Kerr Financial Planning's portfolio in Q2 2026, its #135 holding.
  • Kerr Financial Planning first reported a position in Crown Castle in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Crown Castle position peaked at $124K in Q1 2026.
  • 940 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.