Carson Wealth (CWM LLC)
CCL icon

Carson Wealth (CWM LLC)’s Carnival Corporation Ltd CCL Stock Holding History

Carson Wealth (CWM LLC)’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
2014
Q1 		– Sell
-412
Closed -$143K – 205
2013
Q4 		$143K Buy
+412
New +$14.5K 0.02% 178

Other funds holding CCL

BlackRock
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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 $3.38T AUM 44.17% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Carson Wealth (CWM LLC)'s CCL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Carnival Corporation Ltd (CCL) stake by 201% in Q1 2026, buying an estimated $5.62M and bringing the position to 288,824 shares worth $7.47M. The position accounts for 0.02% of the portfolio, ranked #658.

Carson Wealth (CWM LLC) first reported a position in CCL in Q3 2013 and has held it in 50 quarters since. 1,053 funds tracked by Wall St. Rank hold CCL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 288,824 shares of Carnival Corporation Ltd worth $7.47M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 192,883 Carnival Corporation Ltd shares in Q1 2026, an estimated $5.62M.
  • Carnival Corporation Ltd made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #658 holding.
  • Carson Wealth (CWM LLC) first reported a position in Carnival Corporation Ltd in Q3 2013 and has held it in 50 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.