Caldwell Trust Co

Bank

Position in BALL — BALL Corp

CIK 2080218 Venice, FL

Position in BALL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$137,654

+$7,258 QoQ

Shares Held

2,206

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#611

of 797 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Caldwell Trust Co holds $1,389,092 across 6 Packaging & Containers names. BALL ranks #3 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PKG	Packaging Corp Of America	3,219	$767,023
2	AVY	Avery Dennison Corp	1,263	$205,048
3	BALL	BALL Corp This page	2,206	$137,654
4	IP	International Paper Co /New/	3,416	$130,149
5	SON	Sonoco Products Co	1,748	$98,499
6	AMCR	Amcor plc	1,170	$50,719

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$137,654	2,206	0.0%	Shares	Sole	2026-08-03
2026-03-31	$130,396	2,206	0.0%	Shares	Sole	2026-04-22
2025-12-31	$116,851	2,206	0.0%	Shares	Sole	2026-01-30
2025-09-30	$111,226	2,206	0.0%	Shares	Sole	2025-10-23
2025-06-30	$123,734	2,206	0.0%	Shares	Sole	2025-09-22
2025-03-31	$114,866	2,206	-8.3%	Shares	Sole	2025-09-23
2024-12-31	$132,642	2,406	0.0%	Shares	Sole	2025-09-24
2024-09-30	$163,391	2,406	0.0%	Shares	Sole	2025-09-24
2024-06-30	$144,408	2,406	0.0%	Shares	Sole	2025-09-24
2024-03-31	$162,068	2,406	0.0%	Shares	Sole	2025-09-24
2023-12-31	$138,393	2,406	0.0%	Shares	Sole	2025-10-01
2023-09-30	$119,770	2,406	0.0%	Shares	Sole	2025-10-01
2023-06-30	$140,053	2,406	0.0%	Shares	Sole	2025-10-01
2023-03-31	$132,594	2,406	0.0%	Shares	Sole	2025-10-01
2022-12-31	$123,042	2,406	0.0%	Shares	Sole	2025-10-01
2022-09-30	$116,257	2,406	0.0%	Shares	Sole	2025-10-01
2022-06-30	$165,460	2,406	0.0%	Shares	Sole	2025-10-02
2022-03-31	$216,540	2,406	0.0%	Shares	Sole	2025-10-02
2021-12-31	$231,625	2,406	0.0%	Shares	Sole	2025-10-02
2021-09-30	$216,467	2,406	-5.1%	Shares	Sole	2025-10-02
2021-06-30	$205,304	2,534	0.0%	Shares	Sole	2025-10-02
2021-03-31	$214,731	2,534	0.0%	Shares	Sole	2025-10-02
2020-12-31	$236,118	2,534	0.0%	Shares	Sole	2025-10-02
2020-09-30	$210,626	2,534	0.0%	Shares	Sole	2025-10-02
2020-06-30	$176,087	2,534	0.0%	Shares	Sole	2025-10-02
2020-03-31	$163,848	2,534	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.