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Independent Advisor Alliance’s Carnival Corporation Ltd CCL Stock Holding History

Independent Advisor Alliance’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 		$1.26M Buy
43,988
+3,114
+8% +$85.1K 0.03% 399
2026
Q1 		$1.06M Sell
40,874
-42,600
-51% -$1.24M 0.01% 805
2025
Q4 		$2.55M Buy
83,474
+4,504
+6% +$126K 0.06% 260
2025
Q3 		$2.28M Buy
78,970
+5,550
+8% +$168K 0.06% 265
2025
Q2 		$2.06M Buy
73,420
+1,221
+2% +$26.1K 0.06% 271
2025
Q1 		$1.41M Sell
72,199
-12,549
-15% -$298K 0.05% 311
2024
Q4 		$2.11M Sell
84,748
-9,204
-10% -$215K 0.03% 496
2024
Q3 		$1.74M Sell
93,952
-62
-0.1% -$1.05K 0.06% 246
2024
Q2 		$1.76M Sell
94,014
-88,113
-48% -$1.36M 0.06% 239
2024
Q1 		$2.98M Sell
182,127
-67
-0% -$1.09K 0.11% 168
2023
Q4 		$3.38M Buy
182,194
+93,787
+106% +$1.36M 0.12% 141
2023
Q3 		$1.21M Sell
88,407
-1,160
-1% -$19.2K 0.05% 265
2023
Q2 		$1.69M Sell
89,567
-1,380
-2% -$16.1K 0.07% 223
2023
Q1 		$923K Buy
90,947
+2,880
+3% +$29.8K 0.04% 295
2022
Q4 		$710 Sell
88,067
-1,246
-1% -$10.7K ﹤0.01% 324
2022
Q3 		$628K Sell
89,313
-10,964
-11% -$106K 0.04% 324
2022
Q2 		$867K Sell
100,277
-4,615
-4% -$67.7K 0.05% 290
2022
Q1 		$2.12M Buy
104,892
+1,114
+1% +$22.5K 0.1% 177
2021
Q4 		$2.09M Sell
103,778
-1,629
-2% -$34.8K 0.1% 158
2021
Q3 		$2.64M Sell
105,407
-1,006
-0.9% -$23.4K 0.15% 131
2021
Q2 		$2.81M Buy
106,413
+2,262
+2% +$63.3K 0.15% 136
2021
Q1 		$2.76M Buy
104,151
+69,954
+205% +$1.65M 0.16% 124
2020
Q4 		$741K Buy
34,197
+1,900
+6% +$33.8K 0.05% 269
2020
Q3 		$502K Buy
32,297
+10,537
+48% +$163K 0.04% 296
2020
Q2 		$357K Buy
+21,760
New +$326K 0.04% 335
2018
Q4 		– Sell
-5,759
Closed -$257K – 409
2018
Q3 		$257K Sell
5,759
-187
-3% -$11.3K 0.05% 290
2018
Q2 		$238K Buy
5,946
+197
+3% +$12.5K 0.05% 283
2018
Q1 		$363K Buy
5,749
+1,749
+44% +$119K 0.08% 228
2017
Q4 		$264K Buy
+4,000
New +$265K 0.06% 260

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

Independent Advisor Alliance's CCL Position: Q2 2026 in Review

Independent Advisor Alliance increased its Carnival Corporation Ltd (CCL) stake by 7.6% in Q2 2026, buying an estimated $85.1K and bringing the position to 43,988 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #399.

Independent Advisor Alliance first reported a position in CCL in Q4 2017 and has held it in 29 quarters since. The position peaked at $3.38M in Q4 2023. 1,036 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Independent Advisor Alliance held 43,988 shares of Carnival Corporation Ltd worth $1.26M as of Q2 2026.
  • Independent Advisor Alliance bought 3,114 Carnival Corporation Ltd shares in Q2 2026, an estimated $85.1K.
  • Carnival Corporation Ltd made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #399 holding.
  • Independent Advisor Alliance first reported a position in Carnival Corporation Ltd in Q4 2017 and has held it in 29 quarters since.
  • Independent Advisor Alliance's Carnival Corporation Ltd position peaked at $3.38M in Q4 2023.
  • 1,036 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.