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 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DAM

Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Empirical Wealth Management increased its Carnival Corporation Ltd (CCL) stake by 7.3% in Q2 2026, buying an estimated $133K and bringing the position to 71,382 shares worth $2.04M. The position accounts for 0.03% of the portfolio, ranked #269.

Empirical Wealth Management first reported a position in CCL in Q4 2019 and has held it in 5 quarters since. 268 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

Empirical Wealth Management held 71,382 shares of Carnival Corporation Ltd worth $2.04M as of Q2 2026.
Empirical Wealth Management bought 4,873 Carnival Corporation Ltd shares in Q2 2026, an estimated $133K.
Carnival Corporation Ltd made up 0.03% of Empirical Wealth Management's portfolio in Q2 2026, its #269 holding.
Empirical Wealth Management first reported a position in Carnival Corporation Ltd in Q4 2019 and has held it in 5 quarters since.
268 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.