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Congress Wealth Management’s Carnival Corporation Ltd CCL Stock Holding History

Congress Wealth Management’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
2025
Q2 		$972K Buy
34,574
+3,796
+12% +$81.2K 0.01% 715
2025
Q1 		$602K Buy
30,778
+19,451
+172% +$463K 0.01% 760
2024
Q4 		$282K Sell
11,327
-37,359
-77% -$874K ﹤0.01% 777
2024
Q3 		$900K Buy
+48,686
New +$824K 0.01% 532

Other funds holding CCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Congress Wealth Management's CCL Position: Q2 2025 in Review

Congress Wealth Management increased its Carnival Corporation Ltd (CCL) stake by 12% in Q2 2025, buying an estimated $81.2K and bringing the position to 34,574 shares worth $972K. The position accounts for 0.01% of the portfolio, ranked #715.

Congress Wealth Management first reported a position in CCL in Q3 2024 and has held it in 4 quarters since. 1,004 funds tracked by Wall St. Rank hold CCL as of Q2 2025.

  • Congress Wealth Management held 34,574 shares of Carnival Corporation Ltd worth $972K as of Q2 2025.
  • Congress Wealth Management bought 3,796 Carnival Corporation Ltd shares in Q2 2025, an estimated $81.2K.
  • Carnival Corporation Ltd made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #715 holding.
  • Congress Wealth Management first reported a position in Carnival Corporation Ltd in Q3 2024 and has held it in 4 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.