CCWM
CUK

Cassaday & Co Wealth Management’s Carnival PLC CUK Stock Holding History

Cassaday & Co Wealth Management’s Portfolio CUK Stock Details CUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-300
Closed -$7.73K – 1333
2026
Q1 		$7.73K Buy
+300
New +$8.7K ﹤0.01% 913

Other funds holding CUK

KC
KCM Capital Shawnee, Kansas $618M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cassaday & Co Wealth Management's CUK Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of Carnival PLC (CUK) in Q2 2026, closing a stake of 300 shares — an estimated $7.73K sold.

Cassaday & Co Wealth Management first reported a position in CUK in Q1 2026 and held it in 1 quarter. The position peaked at $7.73K in Q1 2026. 2 funds tracked by Wall St. Rank hold CUK as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Carnival PLC position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 300 Carnival PLC shares in Q2 2026, an estimated $7.73K.
  • Cassaday & Co Wealth Management first reported a position in Carnival PLC in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Carnival PLC position peaked at $7.73K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Carnival PLC as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.