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 $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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
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.