Optimize Financial’s Crown Holdings CCK Stock Holding History

Optimize Financial’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	-3,194	Closed	-$329K	–	328
2025 Q4	$329K	Buy	3,194 +44	+1%	+$4.29K	0.17%	248
2025 Q3	$304K	Buy	+3,150	New	+$316K	0.16%	276

Other funds holding CCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Optimize Financial's CCK Position: Q1 2026 in Review

Optimize Financial sold out of Crown Holdings (CCK) in Q1 2026, closing a stake of 3,194 shares — an estimated $329K sold.

Optimize Financial first reported a position in CCK in Q3 2025 and held it in 2 quarters. The position peaked at $329K in Q4 2025. 632 funds tracked by Wall St. Rank hold CCK as of Q1 2026.

Optimize Financial reported no remaining Crown Holdings position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 3,194 Crown Holdings shares in Q1 2026, an estimated $329K.
Optimize Financial first reported a position in Crown Holdings in Q3 2025 and held it in 2 quarters.
Optimize Financial's Crown Holdings position peaked at $329K in Q4 2025.
632 funds tracked by Wall St. Rank held Crown Holdings as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.