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Concurrent Investment Advisors’s Carnival Corporation Ltd CCL Stock Holding History

Concurrent Investment Advisors’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 		$9.44M Buy
330,491
+11,223
+4% +$307K 0.08% 274
2026
Q1 		$8.26M Buy
319,268
+10,783
+3% +$314K 0.09% 244
2025
Q4 		$9.42M Buy
308,485
+282,546
+1,089% +$7.88M 0.11% 198
2025
Q3 		$750K Buy
25,939
+4,972
+24% +$150K 0.01% 753
2025
Q2 		$590K Buy
20,967
+6,611
+46% +$141K 0.01% 790
2025
Q1 		$280K Buy
14,356
+6,110
+74% +$145K 0.01% 962
2024
Q4 		$205K Buy
+8,246
New +$193K 0.01% 983
2024
Q2 		– Sell
-13,431
Closed -$219K – 1000
2024
Q1 		$219K Sell
13,431
-1,060
-7% -$17.2K 0.01% 770
2023
Q4 		$269K Buy
+14,491
New +$210K 0.01% 684

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's CCL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Carnival Corporation Ltd (CCL) stake by 3.5% in Q2 2026, buying an estimated $307K and bringing the position to 330,491 shares worth $9.44M. The position accounts for 0.08% of the portfolio, ranked #274.

Concurrent Investment Advisors first reported a position in CCL in Q4 2023 and has held it in 9 quarters since. 1,039 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Concurrent Investment Advisors held 330,491 shares of Carnival Corporation Ltd worth $9.44M as of Q2 2026.
  • Concurrent Investment Advisors bought 11,223 Carnival Corporation Ltd shares in Q2 2026, an estimated $307K.
  • Carnival Corporation Ltd made up 0.08% of Concurrent Investment Advisors's portfolio in Q2 2026, its #274 holding.
  • Concurrent Investment Advisors first reported a position in Carnival Corporation Ltd in Q4 2023 and has held it in 9 quarters since.
  • 1,039 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.