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Beacon Financial Advisory’s Carnival Corporation Ltd CCL Stock Holding History

Beacon Financial Advisory’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
2025
Q4 		– Sell
-8,493
Closed -$246K – 376
2025
Q3 		$246K Buy
8,493
+23
+0.3% +$694 0.06% 328
2025
Q2 		$238K Buy
+8,470
New +$181K 0.06% 309

Other funds holding CCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Financial Advisory's CCL Position: Q4 2025 in Review

Beacon Financial Advisory sold out of Carnival Corporation Ltd (CCL) in Q4 2025, closing a stake of 8,493 shares — an estimated $246K sold.

Beacon Financial Advisory first reported a position in CCL in Q2 2025 and held it in 2 quarters. The position peaked at $246K in Q3 2025. 1,093 funds tracked by Wall St. Rank hold CCL as of Q4 2025.

  • Beacon Financial Advisory reported no remaining Carnival Corporation Ltd position as of Q4 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 8,493 Carnival Corporation Ltd shares in Q4 2025, an estimated $246K.
  • Beacon Financial Advisory first reported a position in Carnival Corporation Ltd in Q2 2025 and held it in 2 quarters.
  • Beacon Financial Advisory's Carnival Corporation Ltd position peaked at $246K in Q3 2025.
  • 1,093 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q4 2025.

Based on Beacon Financial Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.