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Whipplewood Advisors’s Crown Holdings CCK Stock Holding History

Whipplewood Advisors’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 		– Sell
-8
Closed -$802 – 700
2026
Q1 		$802 Buy
+8
New +$855 ﹤0.01% 928
2025
Q3 		– Sell
-15
Closed -$1.54K – 440
2025
Q2 		$1.54K Sell
15
-32
-68% -$3.05K ﹤0.01% 930
2025
Q1 		$714 Buy
47
+39
+488% +$3.4K ﹤0.01% 1083
2024
Q4 		$662 Buy
+8
New +$728 ﹤0.01% 1083

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

Whipplewood Advisors's CCK Position: Q2 2026 in Review

Whipplewood Advisors sold out of Crown Holdings (CCK) in Q2 2026, closing a stake of 8 shares — an estimated $802 sold.

Whipplewood Advisors first reported a position in CCK in Q4 2024 and held it in 4 quarters. The position peaked at $1.54K in Q2 2025. 598 funds tracked by Wall St. Rank hold CCK as of Q2 2026.

  • Whipplewood Advisors reported no remaining Crown Holdings position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 8 Crown Holdings shares in Q2 2026, an estimated $802.
  • Whipplewood Advisors first reported a position in Crown Holdings in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Crown Holdings position peaked at $1.54K in Q2 2025.
  • 598 funds tracked by Wall St. Rank held Crown Holdings as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.