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Burkett Financial Services’s Carnival Corporation Ltd CCL Stock Holding History

Burkett Financial Services’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
Q3 		$2.63K Buy
107
+1
+0.9% +$26 ﹤0.01% 345
2026
Q2 		$3.06K Hold
106
– – ﹤0.01% 225
2026
Q1 		$2.77K Sell
106
-50
-32% -$1.46K ﹤0.01% 209
2025
Q4 		$4.77K Hold
156
– – ﹤0.01% 180
2025
Q3 		$4.51K Hold
156
– – ﹤0.01% 176
2025
Q2 		$4.39K Hold
156
– – ﹤0.01% 172
2025
Q1 		$3.05K Hold
156
– – ﹤0.01% 207
2024
Q4 		$3.89K Hold
156
– – ﹤0.01% 168
2024
Q3 		$2.88K Hold
156
– – ﹤0.01% 177
2024
Q2 		$2.92K Hold
156
– – ﹤0.01% 168
2024
Q1 		$2.55K Hold
156
– – ﹤0.01% 173
2023
Q4 		$2.9K Buy
+156
New +$2.27K ﹤0.01% 166

Other funds holding CCL

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Burkett Financial Services's CCL Position: Q3 2026 in Review

Burkett Financial Services increased its Carnival Corporation Ltd (CCL) stake by 0.94% in Q3 2026, buying an estimated $26 and bringing the position to 107 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Burkett Financial Services first reported a position in CCL in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.77K in Q4 2025. 43 funds tracked by Wall St. Rank hold CCL as of Q3 2026.

  • Burkett Financial Services held 107 shares of Carnival Corporation Ltd worth $2.63K as of Q3 2026.
  • Burkett Financial Services bought 1 Carnival Corporation Ltd share in Q3 2026, an estimated $26.
  • Carnival Corporation Ltd made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #345 holding.
  • Burkett Financial Services first reported a position in Carnival Corporation Ltd in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Carnival Corporation Ltd position peaked at $4.77K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.