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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return