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Elevated Financial Group’s Carnival Corporation Ltd CCL Stock Holding History

Elevated Financial Group’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 		$600K Buy
20,998
+7,730
+58% +$211K 0.16% 66
2026
Q1 		$343K Buy
13,268
+1,081
+9% +$31.5K 0.11% 101
2025
Q4 		$372K Buy
+12,187
New +$340K 0.13% 83

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

Elevated Financial Group's CCL Position: Q2 2026 in Review

Elevated Financial Group increased its Carnival Corporation Ltd (CCL) stake by 58% in Q2 2026, buying an estimated $211K and bringing the position to 20,998 shares worth $600K. The position accounts for 0.16% of the portfolio, ranked #66.

Elevated Financial Group first reported a position in CCL in Q4 2025 and has held it in 3 quarters since. 1,026 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Elevated Financial Group held 20,998 shares of Carnival Corporation Ltd worth $600K as of Q2 2026.
  • Elevated Financial Group bought 7,730 Carnival Corporation Ltd shares in Q2 2026, an estimated $211K.
  • Carnival Corporation Ltd made up 0.16% of Elevated Financial Group's portfolio in Q2 2026, its #66 holding.
  • Elevated Financial Group first reported a position in Carnival Corporation Ltd in Q4 2025 and has held it in 3 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.