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

Evermay 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	$31.7K	Hold	1,109	–	–	﹤0.01%	400
2026 Q1	$28.7K	Hold	1,109	–	–	﹤0.01%	360
2025 Q4	$33.9K	Hold	1,109	–	–	﹤0.01%	346
2025 Q3	$32.1K	Hold	1,109	–	–	﹤0.01%	353
2025 Q2	$31.2K	Hold	1,109	–	–	﹤0.01%	352
2025 Q1	$21.7K	Hold	1,109	–	–	﹤0.01%	381
2024 Q4	$27.6K	Hold	1,109	–	–	﹤0.01%	360
2024 Q3	$20.5K	Hold	1,109	–	–	﹤0.01%	398
2024 Q2	$20.8K	Hold	1,109	–	–	﹤0.01%	401
2024 Q1	$18.1K	Sell	1,109 -19	-2%	-$309	﹤0.01%	421
2023 Q4	$20.9K	Buy	1,128 +19	+2%	+$276	﹤0.01%	391
2023 Q3	$15.2K	Hold	1,109	–	–	﹤0.01%	392
2023 Q2	$20.9K	Hold	1,109	–	–	﹤0.01%	375
2023 Q1	$11.3K	Sell	1,109 -1	-0.1%	-$10	﹤0.01%	406
2022 Q4	$8.95K	Hold	1,110	–	–	﹤0.01%	429
2022 Q3	$8K	Hold	1,110	–	–	﹤0.01%	416
2022 Q2	$10K	Hold	1,110	–	–	﹤0.01%	395
2022 Q1	$22K	Buy	1,110 +100	+10%	+$2.02K	﹤0.01%	359
2021 Q4	$20K	Buy	1,010 +1,009	+100,900%	+$21.6K	﹤0.01%	356
2021 Q3	$0	Hold	1	–	–	﹤0.01%	466
2021 Q2	$0	Buy	+1	New	+$28	﹤0.01%	504
2018 Q4	–	Sell	-5,346	Closed	-$341K	–	134
2018 Q3	$341K	Buy	+5,346	New	+$324K	0.11%	103

Other funds holding CCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Evermay Wealth Management held its Carnival Corporation Ltd (CCL) position steady in Q2 2026 at 1,109 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Evermay Wealth Management first reported a position in CCL in Q3 2018 and has held it in 22 quarters since. The position peaked at $341K in Q3 2018. 1,033 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

Evermay Wealth Management held 1,109 shares of Carnival Corporation Ltd worth $31.7K as of Q2 2026.
Evermay Wealth Management left its Carnival Corporation Ltd share count unchanged in Q2 2026.
Carnival Corporation Ltd made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #400 holding.
Evermay Wealth Management first reported a position in Carnival Corporation Ltd in Q3 2018 and has held it in 22 quarters since.
Evermay Wealth Management's Carnival Corporation Ltd position peaked at $341K in Q3 2018.
1,033 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.