Creative Planning
CCL icon

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
2020
Q3 		– Sell
-3,500
Closed -$1K – 2164
2020
Q2 		$1K Buy
3,500
+2,900
+483% +$43.5K ﹤0.01% 1977
2020
Q1 		$2K Buy
+600
New +$21.4K ﹤0.01% 1821

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 $3.37T 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
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

Creative Planning's CCL Position: Q2 2026 in Review

Creative Planning increased its Carnival Corporation Ltd (CCL) stake by 39% in Q2 2026, buying an estimated $3.83M and bringing the position to 497,774 shares worth $14.2M. The position accounts for 0.01% of the portfolio, ranked #657.

Creative Planning first reported a position in CCL in Q2 2013 and has held it in 53 quarters since. 1,036 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Creative Planning held 497,774 shares of Carnival Corporation Ltd worth $14.2M as of Q2 2026.
  • Creative Planning bought 140,345 Carnival Corporation Ltd shares in Q2 2026, an estimated $3.83M.
  • Carnival Corporation Ltd made up 0.01% of Creative Planning's portfolio in Q2 2026, its #657 holding.
  • Creative Planning first reported a position in Carnival Corporation Ltd in Q2 2013 and has held it in 53 quarters since.
  • 1,036 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.