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
Q1 		$7.73K Buy
+300
New +$8.7K ﹤0.01% 913

Other funds holding CUK

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
KC
KCM Capital Shawnee, Kansas $622M AUM
OCAI
O'Connor Alternative Investments New York $1.17B AUM

Cassaday & Co Wealth Management's CUK Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Carnival PLC (CUK) in Q1 2026: 300 shares worth $7.73K. The stake represents ﹤0.01% of the portfolio and ranks #913 among its holdings.

132 funds tracked by Wall St. Rank hold CUK as of Q1 2026.

  • Cassaday & Co Wealth Management held 300 shares of Carnival PLC worth $7.73K as of Q1 2026.
  • Carnival PLC was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Carnival PLC made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #913 holding.
  • 132 funds tracked by Wall St. Rank held Carnival PLC as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.