CFM
CUK

Cornerstone Financial Management’s Carnival PLC CUK Stock Holding History

Cornerstone Financial Management’s Portfolio CUK Stock Details CUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.07K Hold
158
– – ﹤0.01% 539
2025
Q4 		$4.79K Buy
+158
New +$4.07K ﹤0.01% 436

Other funds holding CUK

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
KC
KCM Capital Shawnee, Kansas $622M AUM
OCAI
O'Connor Alternative Investments New York $1.17B AUM

Cornerstone Financial Management's CUK Position: Q1 2026 in Review

Cornerstone Financial Management held its Carnival PLC (CUK) position steady in Q1 2026 at 158 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Cornerstone Financial Management first reported a position in CUK in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.79K in Q4 2025. 133 funds tracked by Wall St. Rank hold CUK as of Q1 2026.

  • Cornerstone Financial Management held 158 shares of Carnival PLC worth $4.07K as of Q1 2026.
  • Cornerstone Financial Management left its Carnival PLC share count unchanged in Q1 2026.
  • Carnival PLC made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q1 2026, its #539 holding.
  • Cornerstone Financial Management first reported a position in Carnival PLC in Q4 2025 and has held it in 2 quarters since.
  • Cornerstone Financial Management's Carnival PLC position peaked at $4.79K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Carnival PLC as of Q1 2026.

Based on Cornerstone Financial Management's 13F filing for Q1 2026, filed 8 May 2026.