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Asset Planning Inc’s Carnival Corporation Ltd CCL Stock Holding History

Asset Planning Inc’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 		$4.14K Buy
145
+45
+45% +$1.23K ﹤0.01% 283
2026
Q1 		$2.59K Hold
100
– – ﹤0.01% 273
2025
Q4 		$3.05K Hold
100
– – ﹤0.01% 269
2025
Q3 		$2.89K Hold
100
– – ﹤0.01% 265
2025
Q2 		$2.81K Hold
100
– – ﹤0.01% 264
2025
Q1 		$1.95K Hold
100
– – ﹤0.01% 281
2024
Q4 		$2.49K Buy
+100
New +$2.34K ﹤0.01% 283

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

Asset Planning Inc's CCL Position: Q2 2026 in Review

Asset Planning Inc increased its Carnival Corporation Ltd (CCL) stake by 45% in Q2 2026, buying an estimated $1.23K and bringing the position to 145 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Asset Planning Inc first reported a position in CCL in Q4 2024 and has held it in 7 quarters since. 1,033 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Asset Planning Inc held 145 shares of Carnival Corporation Ltd worth $4.14K as of Q2 2026.
  • Asset Planning Inc bought 45 Carnival Corporation Ltd shares in Q2 2026, an estimated $1.23K.
  • Carnival Corporation Ltd made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #283 holding.
  • Asset Planning Inc first reported a position in Carnival Corporation Ltd in Q4 2024 and has held it in 7 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.