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Diversify Wealth Management’s Carnival Corporation Ltd CCL Stock Holding History

Diversify Wealth Management’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
2026
Q2 		$1.73M Buy
63,648
+23,524
+59% +$643K 0.03% 455
2026
Q1 		$1.03M Buy
+40,124
New +$1.17M 0.02% 593

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

Diversify Wealth Management's CCL Position: Q2 2026 in Review

Diversify Wealth Management increased its Carnival Corporation Ltd (CCL) stake by 59% in Q2 2026, buying an estimated $643K and bringing the position to 63,648 shares worth $1.73M. The position accounts for 0.03% of the portfolio, ranked #455.

Diversify Wealth Management first reported a position in CCL in Q1 2026 and has held it in 2 quarters since. 1,033 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Diversify Wealth Management held 63,648 shares of Carnival Corporation Ltd worth $1.73M as of Q2 2026.
  • Diversify Wealth Management bought 23,524 Carnival Corporation Ltd shares in Q2 2026, an estimated $643K.
  • Carnival Corporation Ltd made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #455 holding.
  • Diversify Wealth Management first reported a position in Carnival Corporation Ltd in Q1 2026 and has held it in 2 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.