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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
Q2 		$371K Buy
12,999
+2,357
+22% +$64.4K ﹤0.01% 876
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 $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

Foundations Investment Advisors's CCL Position: Q2 2026 in Review

Foundations Investment Advisors increased its Carnival Corporation Ltd (CCL) stake by 22% in Q2 2026, buying an estimated $64.4K and bringing the position to 12,999 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Foundations Investment Advisors first reported a position in CCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $434K in Q3 2025. 1,033 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Foundations Investment Advisors held 12,999 shares of Carnival Corporation Ltd worth $371K as of Q2 2026.
  • Foundations Investment Advisors bought 2,357 Carnival Corporation Ltd shares in Q2 2026, an estimated $64.4K.
  • Carnival Corporation Ltd made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #876 holding.
  • Foundations Investment Advisors first reported a position in Carnival Corporation Ltd in Q4 2022 and has held it in 14 quarters since.
  • Foundations Investment Advisors's Carnival Corporation Ltd position peaked at $434K in Q3 2025.
  • 1,033 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.