Comprehensive Financial Planning’s Carnival Corporation Ltd CCL Stock Holding History

Comprehensive 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	$14.3K	Hold	500	–	–	0.01%	265
2026 Q1	$12.9K	Hold	500	–	–	0.01%	248
2025 Q4	$15.3K	Hold	500	–	–	0.01%	227
2025 Q3	$14.5K	Hold	500	–	–	0.01%	221
2025 Q2	$14.1K	Hold	500	–	–	0.01%	212
2025 Q1	$9.77K	Hold	500	–	–	0.01%	217
2024 Q4	$12.5K	Buy	+500	New	+$11.7K	0.01%	228

Other funds holding CCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Comprehensive Financial Planning's CCL Position: Q2 2026 in Review

Comprehensive Financial Planning held its Carnival Corporation Ltd (CCL) position steady in Q2 2026 at 500 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #265.

Comprehensive Financial Planning first reported a position in CCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.3K in Q4 2025. 1,033 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

Comprehensive Financial Planning held 500 shares of Carnival Corporation Ltd worth $14.3K as of Q2 2026.
Comprehensive Financial Planning left its Carnival Corporation Ltd share count unchanged in Q2 2026.
Carnival Corporation Ltd made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #265 holding.
Comprehensive Financial Planning first reported a position in Carnival Corporation Ltd in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Carnival Corporation Ltd position peaked at $15.3K in Q4 2025.
1,033 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.