CFFP
CCL icon

Center for Financial Planning’s Carnival Corporation Ltd CCL Stock Holding History

Center for Financial Planning’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
Q2 		$54.6K Hold
1,911
– – 0.01% 306
2026
Q1 		$49.5K Buy
1,911
+1,007
+111% +$29.4K 0.01% 302
2025
Q4 		$27.6K Hold
904
– – ﹤0.01% 373
2025
Q3 		$26.1K Hold
904
– – ﹤0.01% 385
2025
Q2 		$25.4K Hold
904
– – ﹤0.01% 366
2025
Q1 		$17.7K Hold
904
– – ﹤0.01% 405
2024
Q4 		$22.5K Buy
904
+500
+124% +$11.7K ﹤0.01% 335
2024
Q3 		$7.47K Buy
404
+100
+33% +$1.69K ﹤0.01% 430
2024
Q2 		$5.69K Hold
304
– – ﹤0.01% 448
2024
Q1 		$4.97K Hold
304
– – ﹤0.01% 474
2023
Q4 		$5.64K Hold
304
– – ﹤0.01% 414
2023
Q3 		$4.17K Sell
304
-305
-50% -$5.05K ﹤0.01% 426
2023
Q2 		$11.5K Hold
609
– – ﹤0.01% 369
2023
Q1 		$6.18K Hold
609
– – ﹤0.01% 403
2022
Q4 		$4.91K Hold
609
– – ﹤0.01% 411
2022
Q3 		$6K Hold
609
– – ﹤0.01% 403
2022
Q2 		$5K Hold
609
– – ﹤0.01% 417
2022
Q1 		$12K Hold
609
– – ﹤0.01% 354
2021
Q4 		$12K Hold
609
– – ﹤0.01% 356
2021
Q3 		$15K Sell
609
-100
-14% -$2.33K ﹤0.01% 324
2021
Q2 		$19K Hold
709
– – ﹤0.01% 306
2021
Q1 		$19K Buy
+709
New +$16.7K 0.01% 310
2020
Q3 		– Sell
-100
Closed -$2K – 447
2020
Q2 		$2K Hold
100
– – ﹤0.01% 406
2020
Q1 		$1K Sell
100
-1,381
-93% -$49.1K ﹤0.01% 526
2019
Q4 		$75K Buy
+1,481
New +$66.2K 0.02% 157

Other funds holding CCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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

Center for Financial Planning's CCL Position: Q2 2026 in Review

Center for Financial Planning held its Carnival Corporation Ltd (CCL) position steady in Q2 2026 at 1,911 shares worth $54.6K. The position accounts for 0.01% of the portfolio, ranked #306.

Center for Financial Planning first reported a position in CCL in Q4 2019 and has held it in 25 quarters since. The position peaked at $75K in Q4 2019. 1,033 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Center for Financial Planning held 1,911 shares of Carnival Corporation Ltd worth $54.6K as of Q2 2026.
  • Center for Financial Planning left its Carnival Corporation Ltd share count unchanged in Q2 2026.
  • Carnival Corporation Ltd made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #306 holding.
  • Center for Financial Planning first reported a position in Carnival Corporation Ltd in Q4 2019 and has held it in 25 quarters since.
  • Center for Financial Planning's Carnival Corporation Ltd position peaked at $75K in Q4 2019.
  • 1,033 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.