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Financial Gravity Companies’s Carnival Corporation Ltd CCL Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$2.81K Buy
+100
New +$2.14K ﹤0.01% 732
2024
Q4 		$2.49K Hold
100
– – ﹤0.01% 742
2024
Q3 		$1.85K Buy
+100
New +$1.69K ﹤0.01% 526
2018
Q4 		$2K Buy
+27
New +$1.55K ﹤0.01% 897
2018
Q1 		$3K Sell
42
-510
-92% -$34.7K ﹤0.01% 831
2017
Q4 		$40K Buy
+552
New +$36.6K 0.05% 343

Other funds holding CCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Gravity Companies's CCL Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Carnival Corporation Ltd (CCL) in Q2 2025: 100 shares worth $2.81K. The stake represents ﹤0.01% of the portfolio and ranks #732 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CCL as recently as Q4 2024.

Financial Gravity Companies first reported a position in CCL in Q4 2017 and has held it in 6 quarters since. The position peaked at $40K in Q4 2017. 1,000 funds tracked by Wall St. Rank hold CCL as of Q2 2025.

  • Financial Gravity Companies held 100 shares of Carnival Corporation Ltd worth $2.81K as of Q2 2025.
  • Carnival Corporation Ltd was a new Financial Gravity Companies position in Q2 2025.
  • Carnival Corporation Ltd made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #732 holding.
  • Financial Gravity Companies first reported a position in Carnival Corporation Ltd in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Carnival Corporation Ltd position peaked at $40K in Q4 2017.
  • 1,000 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.