Creative Planning’s Carnival PLC CUK Stock Holding History

Creative Planning’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	$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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

KCM Capital Shawnee, Kansas $622M AUM

OCAI

O'Connor Alternative Investments New York $1.17B AUM

Creative Planning's CUK Position: Q1 2026 in Review

Creative Planning increased its Carnival PLC (CUK) stake by 16% in Q1 2026, buying an estimated $51.9K and bringing the position to 13,222 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #3326.

Creative Planning first reported a position in CUK in Q3 2015 and has held it in 14 quarters since. The position peaked at $347K in Q4 2025. 133 funds tracked by Wall St. Rank hold CUK as of Q1 2026.

Creative Planning held 13,222 shares of Carnival PLC worth $341K as of Q1 2026.
Creative Planning bought 1,791 Carnival PLC shares in Q1 2026, an estimated $51.9K.
Carnival PLC made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3326 holding.
Creative Planning first reported a position in Carnival PLC in Q3 2015 and has held it in 14 quarters since.
Creative Planning's Carnival PLC position peaked at $347K in Q4 2025.
133 funds tracked by Wall St. Rank held Carnival PLC as of Q1 2026.

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