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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
2021
Q1 		– Sell
-32
Closed -$23K – 599
2020
Q4 		$23K Buy
+32
New +$569 ﹤0.01% 546

Other funds holding CCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Independent Advisor Alliance's CCL Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Carnival Corporation Ltd (CCL) stake by 51% in Q1 2026, selling an estimated $1.24M and leaving 40,874 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #805.

Independent Advisor Alliance first reported a position in CCL in Q4 2017 and has held it in 28 quarters since. The position peaked at $3.38M in Q4 2023. 1,048 funds tracked by Wall St. Rank hold CCL as of Q1 2026.

  • Independent Advisor Alliance held 40,874 shares of Carnival Corporation Ltd worth $1.06M as of Q1 2026.
  • Independent Advisor Alliance sold 42,600 Carnival Corporation Ltd shares in Q1 2026, an estimated $1.24M.
  • Carnival Corporation Ltd made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #805 holding.
  • Independent Advisor Alliance first reported a position in Carnival Corporation Ltd in Q4 2017 and has held it in 28 quarters since.
  • Independent Advisor Alliance's Carnival Corporation Ltd position peaked at $3.38M in Q4 2023.
  • 1,048 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.