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Golden State Wealth Management’s Carnival Corporation Ltd CCL Stock Holding History

Golden State Wealth Management’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 		$283K Buy
9,895
+3,900
+65% +$107K 0.03% 364
2026
Q1 		$155K Buy
5,995
+1,499
+33% +$43.7K 0.02% 416
2025
Q4 		$137K Hold
4,496
– – 0.01% 451
2025
Q3 		$130K Buy
4,496
+100
+2% +$3.02K 0.01% 447
2025
Q2 		$124K Buy
4,396
+1,247
+40% +$26.7K 0.02% 441
2025
Q1 		$61.5K Sell
3,149
-628
-17% -$14.9K 0.01% 551
2024
Q4 		$94.1K Buy
+3,777
New +$88.4K 0.01% 441
2021
Q4 		– Sell
-200
Closed -$5K – 364
2021
Q3 		$5K Buy
+200
New +$4.65K ﹤0.01% 303
2020
Q4 		– Sell
-2,383
Closed -$36K – 253
2020
Q3 		$36K Buy
+2,383
New +$36.8K 0.01% 351
2020
Q2 		– Sell
-2,555
Closed -$34K – 353
2020
Q1 		$34K Buy
+2,555
New +$90.9K 0.02% 417
2019
Q4 		– Sell
-1,703
Closed -$74K – 179
2019
Q3 		$74K Sell
1,703
-205
-11% -$9.46K 0.02% 358
2019
Q2 		$88K Buy
1,908
+205
+12% +$10.7K 0.03% 348
2019
Q1 		$86K Buy
+1,703
New +$94.4K 0.03% 343

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

Golden State Wealth Management's CCL Position: Q2 2026 in Review

Golden State Wealth Management increased its Carnival Corporation Ltd (CCL) stake by 65% in Q2 2026, buying an estimated $107K and bringing the position to 9,895 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #364.

Golden State Wealth Management first reported a position in CCL in Q1 2019 and has held it in 13 quarters since. 1,033 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Golden State Wealth Management held 9,895 shares of Carnival Corporation Ltd worth $283K as of Q2 2026.
  • Golden State Wealth Management bought 3,900 Carnival Corporation Ltd shares in Q2 2026, an estimated $107K.
  • Carnival Corporation Ltd made up 0.03% of Golden State Wealth Management's portfolio in Q2 2026, its #364 holding.
  • Golden State Wealth Management first reported a position in Carnival Corporation Ltd in Q1 2019 and has held it in 13 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.