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

Empirical 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 Q3	$2.18M	Buy	88,900 +17,518	+25%	+$449K	0.03%	273
2026 Q2	$2.04M	Buy	71,382 +4,873	+7%	+$133K	0.03%	269
2026 Q1	$1.72M	Buy	66,509 +2,125	+3%	+$62K	0.03%	268
2025 Q4	$1.97M	Buy	64,384 +19,722	+44%	+$550K	0.04%	248
2025 Q3	$1.29M	Buy	+44,662	New	+$1.35M	0.03%	293
2020 Q1	–	Sell	-5,446	Closed	-$277K	–	329
2019 Q4	$277K	Buy	+5,446	New	+$243K	0.03%	272

Other funds holding CCL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Empirical Wealth Management's CCL Position: Q3 2026 in Review

Empirical Wealth Management increased its Carnival Corporation Ltd (CCL) stake by 25% in Q3 2026, buying an estimated $449K and bringing the position to 88,900 shares worth $2.18M. The position accounts for 0.03% of the portfolio, ranked #273.

Empirical Wealth Management first reported a position in CCL in Q4 2019 and has held it in 6 quarters since. 749 funds tracked by Wall St. Rank hold CCL as of Q3 2026.

Empirical Wealth Management held 88,900 shares of Carnival Corporation Ltd worth $2.18M as of Q3 2026.
Empirical Wealth Management bought 17,518 Carnival Corporation Ltd shares in Q3 2026, an estimated $449K.
Carnival Corporation Ltd made up 0.03% of Empirical Wealth Management's portfolio in Q3 2026, its #273 holding.
Empirical Wealth Management first reported a position in Carnival Corporation Ltd in Q4 2019 and has held it in 6 quarters since.
749 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.