Creative Planning’s Carnival Corporation Ltd CCL Stock Holding History

Creative 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
2023 Q4	–	Sell	-2,500	Closed	-$2.74K	–	2805
2023 Q3	$2.74K	Sell	2,500 -2,500	-50%	-$41.4K	﹤0.01%	2784
2023 Q2	$26.4K	Buy	+5,000	New	+$58.5K	﹤0.01%	2488
2022 Q2	–	Sell	-13,500	Closed	-$273K	–	2319
2022 Q1	$273K	Buy	+13,500	New	+$273K	﹤0.01%	1692
2021 Q2	–	Sell	-12,300	Closed	-$67K	–	2155
2021 Q1	$67K	Buy	12,300 +11,400	+1,267%	+$269K	﹤0.01%	2315
2020 Q4	$10K	Buy	900 +200	+29%	+$3.56K	﹤0.01%	2225
2020 Q3	$4K	Sell	700 -1,800	-72%	-$27.8K	﹤0.01%	2051
2020 Q2	$7K	Buy	+2,500	New	+$37.5K	﹤0.01%	1893
2017 Q2	–	Sell	-1,000	Closed	-$4K	–	4634
2017 Q1	$4K	Buy	+1,000	New	+$55.9K	﹤0.01%	4035
2016 Q4	–	Sell	-500	Closed	-$2K	–	4632
2016 Q3	$2K	Buy	+500	New	+$23.1K	﹤0.01%	4207

Other funds holding CCL

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Planning's CCL Position: Q1 2026 in Review

Creative Planning increased its Carnival Corporation Ltd (CCL) stake by 44% in Q1 2026, buying an estimated $3.2M and bringing the position to 357,429 shares worth $9.25M. The position accounts for 0.01% of the portfolio, ranked #737.

Creative Planning first reported a position in CCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.2M in Q4 2024. 1,042 funds tracked by Wall St. Rank hold CCL as of Q1 2026.

Creative Planning held 357,429 shares of Carnival Corporation Ltd worth $9.25M as of Q1 2026.
Creative Planning bought 109,892 Carnival Corporation Ltd shares in Q1 2026, an estimated $3.2M.
Carnival Corporation Ltd made up 0.01% of Creative Planning's portfolio in Q1 2026, its #737 holding.
Creative Planning first reported a position in Carnival Corporation Ltd in Q2 2013 and has held it in 52 quarters since.
Creative Planning's Carnival Corporation Ltd position peaked at $10.2M in Q4 2024.
1,042 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.