Advisor Resource Council’s Carnival Corporation Ltd CCL Stock Holding History

Advisor Resource Council’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 Q1	–	Sell	-10,665	Closed	-$326K	–	249
2025 Q4	$326K	Hold	10,665	–	–	0.12%	178
2025 Q3	$308K	Hold	10,665	–	–	0.42%	29
2025 Q2	$300K	Sell	10,665 -6,244	-37%	-$134K	0.12%	130
2025 Q1	$330K	Sell	16,909 -4,791	-22%	-$114K	0.03%	446
2024 Q4	$541K	Buy	+21,700	New	+$508K	0.39%	30
2024 Q3	–	Sell	-10,850	Closed	-$203K	–	246
2024 Q2	$203K	Sell	10,850 -50	-0.5%	-$773	0.37%	23
2024 Q1	$178K	Buy	+10,900	New	+$177K	0.08%	215
2023 Q4	–	Sell	-10,850	Closed	-$149K	–	489
2023 Q3	$149K	Sell	10,850 -100	-0.9%	-$1.66K	0.08%	149
2023 Q2	$206K	Buy	10,950 +100	+0.9%	+$1.17K	0.09%	147
2023 Q1	$110K	Hold	10,850	–	–	0.03%	247
2022 Q4	$87.5K	Buy	+10,850	New	+$93.5K	0.04%	159
2022 Q3	–	Sell	-10,217	Closed	-$89K	–	207
2022 Q2	$89K	Buy	+10,217	New	+$150K	0.01%	510

Other funds holding CCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisor Resource Council's CCL Position: Q1 2026 in Review

Advisor Resource Council sold out of Carnival Corporation Ltd (CCL) in Q1 2026, closing a stake of 10,665 shares — an estimated $326K sold.

Advisor Resource Council first reported a position in CCL in Q2 2022 and held it in 12 quarters. The position peaked at $541K in Q4 2024. 1,042 funds tracked by Wall St. Rank hold CCL as of Q1 2026.

Advisor Resource Council reported no remaining Carnival Corporation Ltd position as of Q1 2026 after selling out during the quarter.
Advisor Resource Council sold 10,665 Carnival Corporation Ltd shares in Q1 2026, an estimated $326K.
Advisor Resource Council first reported a position in Carnival Corporation Ltd in Q2 2022 and held it in 12 quarters.
Advisor Resource Council's Carnival Corporation Ltd position peaked at $541K in Q4 2024.
1,042 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.