EFG
CCL icon

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

Everhart 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 		$583K Sell
20,414
-707
-3% -$19.3K 0.04% 251
2026
Q1 		$547K Buy
21,121
+2,061
+11% +$60.1K 0.05% 256
2025
Q4 		$582K Buy
19,060
+551
+3% +$15.4K 0.05% 238
2025
Q3 		$535K Buy
18,509
+5,168
+39% +$156K 0.05% 240
2025
Q2 		$375K Sell
13,341
-86
-0.6% -$1.84K 0.04% 266
2025
Q1 		$262K Buy
13,427
+401
+3% +$9.54K 0.04% 290
2024
Q4 		$325K Buy
13,026
+1,065
+9% +$24.9K 0.07% 248
2024
Q3 		$221K Buy
11,961
+675
+6% +$11.4K 0.05% 301
2024
Q2 		$211K Buy
+11,286
New +$174K 0.05% 280
2022
Q4 		– Sell
-15,319
Closed -$108K – 193
2022
Q3 		$108K Buy
15,319
+5,262
+52% +$51K 0.06% 197
2022
Q2 		$87K Buy
+10,057
New +$148K 0.05% 185

Other funds holding CCL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
SSI
Scott & Selber Inc Houston, Texas $474M AUM 72.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
CCI
Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return