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HB Wealth Management’s Carnival Corporation Ltd CCL Stock Holding History

HB 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 		$1.52M Buy
53,222
+12,305
+30% +$336K 0.01% 565
2026
Q1 		$1.06M Buy
40,917
+6,540
+19% +$191K 0.01% 639
2025
Q4 		$1.05M Buy
34,377
+1,935
+6% +$54K 0.01% 606
2025
Q3 		$938K Buy
32,442
+4,558
+16% +$138K 0.01% 629
2025
Q2 		$784K Buy
27,884
+1,475
+6% +$31.6K 0.01% 604
2025
Q1 		$516K Buy
26,409
+1,254
+5% +$29.8K ﹤0.01% 755
2024
Q4 		$627K Buy
25,155
+637
+3% +$14.9K 0.01% 549
2024
Q3 		$453K Buy
24,518
+3,173
+15% +$53.7K ﹤0.01% 616
2024
Q2 		$400K Sell
21,345
-7,394
-26% -$114K ﹤0.01% 613
2024
Q1 		$470K Buy
28,739
+1,018
+4% +$16.6K 0.01% 521
2023
Q4 		$514K Buy
27,721
+2,416
+10% +$35.1K 0.01% 449
2023
Q3 		$347K Buy
25,305
+6,784
+37% +$112K 0.01% 532
2023
Q2 		$349K Buy
+18,521
New +$217K 0.01% 510

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

HB Wealth Management's CCL Position: Q2 2026 in Review

HB Wealth Management increased its Carnival Corporation Ltd (CCL) stake by 30% in Q2 2026, buying an estimated $336K and bringing the position to 53,222 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #565.

HB Wealth Management first reported a position in CCL in Q2 2023 and has held it in 13 quarters since. 1,033 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • HB Wealth Management held 53,222 shares of Carnival Corporation Ltd worth $1.52M as of Q2 2026.
  • HB Wealth Management bought 12,305 Carnival Corporation Ltd shares in Q2 2026, an estimated $336K.
  • Carnival Corporation Ltd made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #565 holding.
  • HB Wealth Management first reported a position in Carnival Corporation Ltd in Q2 2023 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 HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.