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True Wealth Design’s Crown Holdings CCK Stock Holding History

True Wealth Design’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 		$95.2K Sell
851
-562
-40% -$56.8K 0.02% 267
2026
Q1 		$142K Buy
1,413
+6
+0.4% +$641 0.04% 147
2025
Q4 		$145K Buy
1,407
+354
+34% +$34.5K 0.04% 124
2025
Q3 		$102K Buy
1,053
+391
+59% +$39.2K 0.03% 162
2025
Q2 		$68.2K Buy
662
+418
+171% +$39.8K 0.02% 161
2025
Q1 		$21.8K Buy
244
+147
+152% +$12.8K 0.01% 326
2024
Q4 		$8.02K Sell
97
-598
-86% -$54.4K ﹤0.01% 455
2024
Q3 		$66.6K Buy
695
+685
+6,850% +$59K 0.03% 93
2024
Q2 		$744 Buy
10
+2
+25% +$161 ﹤0.01% 582
2024
Q1 		$635 Buy
8
+3
+60% +$246 ﹤0.01% 579
2023
Q4 		$461 Hold
5
– – ﹤0.01% 488
2023
Q3 		$443 Hold
5
– – ﹤0.01% 449
2023
Q2 		$435 Hold
5
– – ﹤0.01% 485
2023
Q1 		$414 Hold
5
– – ﹤0.01% 571
2022
Q4 		$411 Buy
+5
New +$398 ﹤0.01% 508

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

True Wealth Design's CCK Position: Q2 2026 in Review

True Wealth Design reduced its Crown Holdings (CCK) stake by 40% in Q2 2026, selling an estimated $56.8K and leaving 851 shares worth $95.2K. The position accounts for 0.02% of the portfolio, ranked #267.

True Wealth Design first reported a position in CCK in Q4 2022 and has held it in 15 quarters since. The position peaked at $145K in Q4 2025. 599 funds tracked by Wall St. Rank hold CCK as of Q2 2026.

  • True Wealth Design held 851 shares of Crown Holdings worth $95.2K as of Q2 2026.
  • True Wealth Design sold 562 Crown Holdings shares in Q2 2026, an estimated $56.8K.
  • Crown Holdings made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #267 holding.
  • True Wealth Design first reported a position in Crown Holdings in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Crown Holdings position peaked at $145K in Q4 2025.
  • 599 funds tracked by Wall St. Rank held Crown Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.