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Chicago Partners Investment Group’s Carnival Corporation Ltd CCL Stock Holding History

Chicago Partners Investment Group’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
Q1 		$728K Buy
27,018
+5,829
+28% +$170K 0.02% 678
2025
Q4 		$605K Buy
21,189
+8,745
+70% +$244K 0.01% 666
2025
Q3 		$347K Buy
12,444
+55
+0.4% +$1.66K 0.01% 875
2025
Q2 		$381K Buy
+12,389
New +$265K 0.01% 722
2017
Q4 		– Sell
-105
Closed -$7K – 886
2017
Q3 		$7K Buy
+105
New +$7.02K ﹤0.01% 819

Other funds holding CCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Chicago Partners Investment Group's CCL Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Carnival Corporation Ltd (CCL) stake by 28% in Q1 2026, buying an estimated $170K and bringing the position to 27,018 shares worth $728K. The position accounts for 0.02% of the portfolio, ranked #678.

Chicago Partners Investment Group first reported a position in CCL in Q3 2017 and has held it in 5 quarters since. 1,042 funds tracked by Wall St. Rank hold CCL as of Q1 2026.

  • Chicago Partners Investment Group held 27,018 shares of Carnival Corporation Ltd worth $728K as of Q1 2026.
  • Chicago Partners Investment Group bought 5,829 Carnival Corporation Ltd shares in Q1 2026, an estimated $170K.
  • Carnival Corporation Ltd made up 0.02% of Chicago Partners Investment Group's portfolio in Q1 2026, its #678 holding.
  • Chicago Partners Investment Group first reported a position in Carnival Corporation Ltd in Q3 2017 and has held it in 5 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.