Iron Horse Wealth Management’s Carnival Corporation Ltd CCL Stock Holding History

Iron Horse 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
2025 Q2	$2.17K	Sell	77 -20	-21%	-$428	﹤0.01%	471
2025 Q1	$1.89K	Buy	97 +20	+26%	+$476	﹤0.01%	468
2024 Q4	$1.92K	Hold	77	–	–	﹤0.01%	400
2024 Q3	$1.42K	Hold	77	–	–	﹤0.01%	410
2024 Q2	$1.44K	Hold	77	–	–	﹤0.01%	383
2024 Q1	$1.26K	Hold	77	–	–	﹤0.01%	385
2023 Q4	$1.43K	Hold	77	–	–	﹤0.01%	395
2023 Q3	$1.06K	Hold	77	–	–	﹤0.01%	424
2023 Q2	$1.45K	Hold	77	–	–	﹤0.01%	254
2023 Q1	$782	Hold	77	–	–	﹤0.01%	307
2022 Q4	$1K	Buy	77 +75	+3,750%	+$646	﹤0.01%	212
2022 Q3	$0	Sell	2 -45	-96%	-$436	﹤0.01%	162
2022 Q2	$0	Buy	47 +45	+2,250%	+$660	﹤0.01%	256
2022 Q1	$0	Hold	2	–	–	﹤0.01%	220
2021 Q4	$0	Hold	2	–	–	﹤0.01%	212
2021 Q3	$0	Buy	+2	New	+$47	﹤0.01%	203

Other funds holding CCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Iron Horse Wealth Management's CCL Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its Carnival Corporation Ltd (CCL) stake by 21% in Q2 2025, selling an estimated $428 and leaving 77 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Iron Horse Wealth Management first reported a position in CCL in Q3 2021 and has held it in 16 quarters since. 1,003 funds tracked by Wall St. Rank hold CCL as of Q2 2025.

Iron Horse Wealth Management held 77 shares of Carnival Corporation Ltd worth $2.17K as of Q2 2025.
Iron Horse Wealth Management sold 20 Carnival Corporation Ltd shares in Q2 2025, an estimated $428.
Carnival Corporation Ltd made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #471 holding.
Iron Horse Wealth Management first reported a position in Carnival Corporation Ltd in Q3 2021 and has held it in 16 quarters since.
1,003 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.