Root Financial Partners
CCK icon

Root Financial Partners’s Crown Holdings CCK Stock Holding History

Root Financial Partners’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
Q3 		$99.4K Buy
+943
New +$108K ﹤0.01% 735
2026
Q2 		– Sell
-465
Closed -$46.6K – 883
2026
Q1 		$46.6K Sell
465
-8
-2% -$855 ﹤0.01% 899
2025
Q4 		$48.7K Buy
473
+91
+24% +$8.87K ﹤0.01% 724
2025
Q3 		$36.9K Buy
+382
New +$38.3K ﹤0.01% 795

Other funds holding CCK

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Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Root Financial Partners's CCK Position: Q3 2026 in Review

Root Financial Partners opened a new position in Crown Holdings (CCK) in Q3 2026: 943 shares worth $99.4K. The stake represents ﹤0.01% of the portfolio and ranks #735 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CCK as recently as Q1 2026.

Root Financial Partners first reported a position in CCK in Q3 2025 and has held it in 4 quarters since. 203 funds tracked by Wall St. Rank hold CCK as of Q3 2026.

  • Root Financial Partners held 943 shares of Crown Holdings worth $99.4K as of Q3 2026.
  • Crown Holdings was a new Root Financial Partners position in Q3 2026.
  • Crown Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #735 holding.
  • Root Financial Partners first reported a position in Crown Holdings in Q3 2025 and has held it in 4 quarters since.
  • 203 funds tracked by Wall St. Rank held Crown Holdings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.