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BFC Planning, Inc.’s Carnival Corporation Ltd CCL Stock Holding History

BFC Planning, Inc.’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 		$91.8K Sell
3,212
-402
-11% -$11K ﹤0.01% 1270
2026
Q1 		$93.5K Buy
3,614
+898
+33% +$26.2K ﹤0.01% 1133
2025
Q4 		$82.9K Sell
2,716
-101
-4% -$2.82K ﹤0.01% 1176
2025
Q3 		$81.4K Buy
+2,817
New +$85.1K 0.01% 1004
2025
Q2 		– Sell
-4,838
Closed -$94.5K – 2697
2025
Q1 		$94.5K Buy
4,838
+1,114
+30% +$26.5K 0.01% 896
2024
Q4 		$92.8K Buy
+3,724
New +$87.2K 0.01% 899

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 $3.38T AUM 44.17% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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 $551B AUM 33.95% 1-Year Est. Return

BFC Planning, Inc.'s CCL Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Carnival Corporation Ltd (CCL) stake by 11% in Q2 2026, selling an estimated $11K and leaving 3,212 shares worth $91.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

BFC Planning, Inc. first reported a position in CCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $94.5K in Q1 2025. 1,044 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • BFC Planning, Inc. held 3,212 shares of Carnival Corporation Ltd worth $91.8K as of Q2 2026.
  • BFC Planning, Inc. sold 402 Carnival Corporation Ltd shares in Q2 2026, an estimated $11K.
  • Carnival Corporation Ltd made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1270 holding.
  • BFC Planning, Inc. first reported a position in Carnival Corporation Ltd in Q4 2024 and has held it in 6 quarters since.
  • BFC Planning, Inc.'s Carnival Corporation Ltd position peaked at $94.5K in Q1 2025.
  • 1,044 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.