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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
Q3 		$417K Sell
17,002
-3,412
-17% -$87.4K 0.03% 316
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

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
PCM
Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

Everhart Financial Group's CCL Position: Q3 2026 in Review

Everhart Financial Group reduced its Carnival Corporation Ltd (CCL) stake by 17% in Q3 2026, selling an estimated $87.4K and leaving 17,002 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #316.

Everhart Financial Group first reported a position in CCL in Q2 2022 and has held it in 12 quarters since. The position peaked at $583K in Q2 2026. 70 funds tracked by Wall St. Rank hold CCL as of Q3 2026.

  • Everhart Financial Group held 17,002 shares of Carnival Corporation Ltd worth $417K as of Q3 2026.
  • Everhart Financial Group sold 3,412 Carnival Corporation Ltd shares in Q3 2026, an estimated $87.4K.
  • Carnival Corporation Ltd made up 0.03% of Everhart Financial Group's portfolio in Q3 2026, its #316 holding.
  • Everhart Financial Group first reported a position in Carnival Corporation Ltd in Q2 2022 and has held it in 12 quarters since.
  • Everhart Financial Group's Carnival Corporation Ltd position peaked at $583K in Q2 2026.
  • 70 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.