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Foundations Investment Advisors’s Carnival Corporation Ltd CCL Stock Holding History

Foundations Investment 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
Q1 		$275K Buy
10,642
+1,179
+12% +$34.4K ﹤0.01% 945
2025
Q4 		$289K Sell
9,463
-5,551
-37% -$155K ﹤0.01% 909
2025
Q3 		$434K Buy
15,014
+1,343
+10% +$40.6K 0.01% 707
2025
Q2 		$384K Sell
13,671
-246
-2% -$5.26K 0.01% 661
2025
Q1 		$272K Buy
13,917
+1,061
+8% +$25.2K 0.01% 740
2024
Q4 		$320K Buy
12,856
+791
+7% +$18.5K 0.01% 645
2024
Q3 		$223K Sell
12,065
-550
-4% -$9.31K ﹤0.01% 736
2024
Q2 		$236K Buy
12,615
+1,780
+16% +$27.5K 0.01% 677
2024
Q1 		$177K Buy
+10,835
New +$176K ﹤0.01% 684
2023
Q4 		– Sell
-15,969
Closed -$219K – 675
2023
Q3 		$219K Sell
15,969
-1,132
-7% -$18.8K 0.01% 589
2023
Q2 		$322K Sell
17,101
-6,824
-29% -$79.8K 0.01% 458
2023
Q1 		$243K Buy
23,925
+1,080
+5% +$11.2K 0.01% 435
2022
Q4 		$184K Buy
+22,845
New +$197K 0.01% 416

Other funds holding CCL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return