GA
CCL icon

GoalVest Advisory’s Carnival Corporation Ltd CCL Stock Holding History

GoalVest Advisory’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
Q3 		$11.7K Buy
+475
New +$12.2K ﹤0.01% 416
2025
Q2 		– Sell
-14
Closed -$273 – 384
2025
Q1 		$273 Buy
+14
New +$333 ﹤0.01% 416
2023
Q4 		– Sell
-47
Closed -$645 – 389
2023
Q3 		$645 Buy
+47
New +$779 ﹤0.01% 452
2022
Q2 		– Sell
-16
Closed – – 338
2022
Q1 		$0 Buy
+16
New +$323 ﹤0.01% 390

Other funds holding CCL

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

GoalVest Advisory's CCL Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Carnival Corporation Ltd (CCL) in Q3 2026: 475 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #416 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in CCL as recently as Q1 2025.

GoalVest Advisory first reported a position in CCL in Q1 2022 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold CCL as of Q3 2026.

  • GoalVest Advisory held 475 shares of Carnival Corporation Ltd worth $11.7K as of Q3 2026.
  • Carnival Corporation Ltd was a new GoalVest Advisory position in Q3 2026.
  • Carnival Corporation Ltd made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #416 holding.
  • GoalVest Advisory first reported a position in Carnival Corporation Ltd in Q1 2022 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.