Creative Planning’s Carnival PLC CUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-13,222
| Closed | -$341K | – | 4329 |
|
|
2026
Q1 | $341K | Buy |
13,222
+1,791
| +16% | +$51.9K | ﹤0.01% | 3326 |
|
|
2025
Q4 | $347K | Sell |
11,431
-601
| -5% | -$15.5K | ﹤0.01% | 3145 |
|
|
2025
Q3 | $318K | Buy |
12,032
+577
| +5% | +$15.9K | ﹤0.01% | 3094 |
|
|
2025
Q2 | $292K | Buy |
11,455
+282
| +3% | +$5.46K | ﹤0.01% | 2918 |
|
|
2025
Q1 | $196K | Sell |
11,173
-1,665
| -13% | -$35.9K | ﹤0.01% | 3078 |
|
|
2024
Q4 | $289K | Buy |
+12,838
| New | +$273K | ﹤0.01% | 2696 |
|
|
2017
Q3 | – | Sell |
-101
| Closed | -$7K | – | 2269 |
|
|
2017
Q2 | $7K | Hold |
101
| – | – | ﹤0.01% | 3808 |
|
|
2017
Q1 | $6K | Hold |
101
| – | – | ﹤0.01% | 3853 |
|
|
2016
Q4 | $5K | Sell |
101
-50
| -33% | -$2.49K | ﹤0.01% | 3940 |
|
|
2016
Q3 | $7K | Buy |
151
+50
| +50% | +$2.35K | ﹤0.01% | 3710 |
|
|
2016
Q2 | $5K | Sell |
101
-36
| -26% | -$1.82K | ﹤0.01% | 3621 |
|
|
2016
Q1 | $7K | Buy |
137
+36
| +36% | +$1.81K | ﹤0.01% | 3393 |
|
|
2015
Q4 | $6K | Hold |
101
| – | – | ﹤0.01% | 3575 |
|
|
2015
Q3 | $5K | Buy |
+101
| New | +$5.33K | ﹤0.01% | 3589 |
|
Other funds holding CUK
Creative Planning's CUK Position: Q2 2026 in Review
Creative Planning sold out of Carnival PLC (CUK) in Q2 2026, closing a stake of 13,222 shares — an estimated $341K sold.
Creative Planning first reported a position in CUK in Q3 2015 and held it in 14 quarters. The position peaked at $347K in Q4 2025. 2 funds tracked by Wall St. Rank hold CUK as of Q2 2026.
- Creative Planning reported no remaining Carnival PLC position as of Q2 2026 after selling out during the quarter.
- Creative Planning sold 13,222 Carnival PLC shares in Q2 2026, an estimated $341K.
- Creative Planning first reported a position in Carnival PLC in Q3 2015 and held it in 14 quarters.
- Creative Planning's Carnival PLC position peaked at $347K in Q4 2025.
- 2 funds tracked by Wall St. Rank held Carnival PLC as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.