Position in CCK
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$682,000
+$7,959 QoQ
Shares Held
6,803
+3.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 99.16213435249155.ToString("F0")%
Shared 0.ToString("F0")%
None 0.8378656475084522.ToString("F0")%
Common Shares in CCK Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026EP Wealth Advisors, LLC holds $2,841,883 across 6 Packaging & Containers names. CCK ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVY |
Avery Dennison Corp
|
4,483 | $774,124 | |
| 2 | CCK |
Crown Holdings, Inc.
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|
6,803 | $682,000 | |
| 3 | BALL |
BALL Corp
|
8,498 | $502,316 | |
| 4 | SON |
Sonoco Products Co
|
6,000 | $324,540 | |
| 5 | IP |
International Paper Co /New/
|
8,705 | $310,768 | |
| 6 | AMBP |
Ardagh Metal Packaging S.A.
|
61,268 | $248,135 |
All Filings in CCK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $682,000 | 6,803 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $674,041 | 6,546 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $310,896 | 3,019 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $217,883 | 2,441 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||