4A
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4Wealth Advisors’s Carnival Corporation Ltd CCL Stock Holding History

4Wealth Advisors’s Portfolio CCL Stock Details CCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$344K Buy
11,768
+151
+1% +$4.13K 0.26% 109
2026
Q1 		$278K Buy
11,617
+643
+6% +$18.7K 0.24% 114
2025
Q4 		$335K Buy
10,974
+409
+4% +$11.4K 0.29% 116
2025
Q3 		$305K Sell
10,565
-824
-7% -$24.9K 0.27% 113
2025
Q2 		$320K Sell
11,389
-216
-2% -$4.62K 0.33% 97
2025
Q1 		$227K Buy
+11,605
New +$276K 0.25% 114

Other funds holding CCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

4Wealth Advisors's CCL Position: Q2 2026 in Review

4Wealth Advisors increased its Carnival Corporation Ltd (CCL) stake by 1.3% in Q2 2026, buying an estimated $4.13K and bringing the position to 11,768 shares worth $344K. The position accounts for 0.26% of the portfolio, ranked #109.

4Wealth Advisors first reported a position in CCL in Q1 2025 and has held it in 6 quarters since. 1,033 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • 4Wealth Advisors held 11,768 shares of Carnival Corporation Ltd worth $344K as of Q2 2026.
  • 4Wealth Advisors bought 151 Carnival Corporation Ltd shares in Q2 2026, an estimated $4.13K.
  • Carnival Corporation Ltd made up 0.26% of 4Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • 4Wealth Advisors first reported a position in Carnival Corporation Ltd in Q1 2025 and has held it in 6 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.