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

Jackson 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
Q4 		– Sell
-15,966
Closed -$462K – 147
2025
Q3 		$462K Buy
+15,966
New +$482K 0.05% 117
2019
Q3 		– Sell
-60,100
Closed -$2.82M – 123
2019
Q2 		$2.82M Buy
+60,100
New +$3.15M 0.61% 43

Other funds holding CCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jackson Wealth Management's CCL Position: Q4 2025 in Review

Jackson Wealth Management sold out of Carnival Corporation Ltd (CCL) in Q4 2025, closing a stake of 15,966 shares — an estimated $462K sold.

Jackson Wealth Management first reported a position in CCL in Q2 2019 and held it in 2 quarters. The position peaked at $2.82M in Q2 2019. 1,097 funds tracked by Wall St. Rank hold CCL as of Q4 2025.

  • Jackson Wealth Management reported no remaining Carnival Corporation Ltd position as of Q4 2025 after selling out during the quarter.
  • Jackson Wealth Management sold 15,966 Carnival Corporation Ltd shares in Q4 2025, an estimated $462K.
  • Jackson Wealth Management first reported a position in Carnival Corporation Ltd in Q2 2019 and held it in 2 quarters.
  • Jackson Wealth Management's Carnival Corporation Ltd position peaked at $2.82M in Q2 2019.
  • 1,097 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q4 2025.

Based on Jackson Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.