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Principia Wealth Advisory’s Crown Holdings CCK Stock Holding History

Principia Wealth Advisory’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 		$1.23K Sell
11
-4
-27% -$404 ﹤0.01% 718
2026
Q1 		$1.5K Buy
15
+7
+88% +$748 ﹤0.01% 591
2025
Q4 		$824 Buy
8
+7
+700% +$682 ﹤0.01% 726
2025
Q3 		$97 Sell
1
-2
-67% -$201 ﹤0.01% 934
2025
Q2 		$309 Buy
+3
New +$286 ﹤0.01% 847
2025
Q1 		– Sell
-3
Closed -$248 – 865
2024
Q4 		$248 Buy
+3
New +$273 ﹤0.01% 700

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

Principia Wealth Advisory's CCK Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Crown Holdings (CCK) stake by 27% in Q2 2026, selling an estimated $404 and leaving 11 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Principia Wealth Advisory first reported a position in CCK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.5K in Q1 2026. 601 funds tracked by Wall St. Rank hold CCK as of Q2 2026.

  • Principia Wealth Advisory held 11 shares of Crown Holdings worth $1.23K as of Q2 2026.
  • Principia Wealth Advisory sold 4 Crown Holdings shares in Q2 2026, an estimated $404.
  • Crown Holdings made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #718 holding.
  • Principia Wealth Advisory first reported a position in Crown Holdings in Q4 2024 and has held it in 6 quarters since.
  • Principia Wealth Advisory's Crown Holdings position peaked at $1.5K in Q1 2026.
  • 601 funds tracked by Wall St. Rank held Crown Holdings as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.