EWA
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EverSource Wealth Advisors’s Carnival Corporation Ltd CCL Stock Holding History

EverSource Wealth Advisors’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 		$1.06M Buy
37,222
+408
+1% +$11.1K 0.04% 341
2026
Q1 		$953K Buy
36,814
+7,467
+25% +$218K 0.03% 396
2025
Q4 		$896K Sell
29,347
-4,839
-14% -$135K 0.03% 370
2025
Q3 		$988K Sell
34,186
-2,157
-6% -$65.1K 0.04% 311
2025
Q2 		$1.02M Buy
36,343
+2,965
+9% +$63.5K 0.05% 271
2025
Q1 		$652K Sell
33,378
-31,369
-48% -$746K 0.04% 331
2024
Q4 		$1.61M Sell
64,747
-1,566
-2% -$36.6K 0.09% 175
2024
Q3 		$1.23M Sell
66,313
-36,856
-36% -$624K 0.08% 193
2024
Q2 		$1.72M Sell
103,169
-9,090
-8% -$141K 0.11% 148
2024
Q1 		$1.66M Buy
112,259
+110,187
+5,318% +$1.79M 0.13% 136
2023
Q4 		$38.4K Buy
2,072
+626
+43% +$9.09K ﹤0.01% 1001
2023
Q3 		$19.8K Buy
1,446
+167
+13% +$2.77K ﹤0.01% 1130
2023
Q2 		$24.1K Buy
1,279
+76
+6% +$889 ﹤0.01% 1075
2023
Q1 		$12.2K Buy
1,203
+374
+45% +$3.87K ﹤0.01% 1270
2022
Q4 		$6.68K Sell
829
-6,356
-88% -$54.8K ﹤0.01% 1487
2022
Q3 		$50K Buy
7,185
+881
+14% +$8.53K 0.01% 631
2022
Q2 		$55K Buy
6,304
+148
+2% +$2.17K 0.01% 595
2022
Q1 		$124K Sell
6,156
-61
-1% -$1.23K 0.03% 303
2021
Q4 		$125K Buy
+6,217
New +$133K 0.04% 278

Other funds holding CCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EverSource Wealth Advisors's CCL Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Carnival Corporation Ltd (CCL) stake by 1.1% in Q2 2026, buying an estimated $11.1K and bringing the position to 37,222 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #341.

EverSource Wealth Advisors first reported a position in CCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.72M in Q2 2024. 1,033 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • EverSource Wealth Advisors held 37,222 shares of Carnival Corporation Ltd worth $1.06M as of Q2 2026.
  • EverSource Wealth Advisors bought 408 Carnival Corporation Ltd shares in Q2 2026, an estimated $11.1K.
  • Carnival Corporation Ltd made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #341 holding.
  • EverSource Wealth Advisors first reported a position in Carnival Corporation Ltd in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Carnival Corporation Ltd position peaked at $1.72M in Q2 2024.
  • 1,033 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.