JDM Financial Group’s Carnival Corporation Ltd CCL Stock Holding History

JDM Financial Group’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	$2.87K	Hold	101	–	–	﹤0.01%	295
2026 Q1	$2.6K	Buy	101 +1	+1%	+$29	﹤0.01%	288
2025 Q4	$3.05K	Hold	100	–	–	﹤0.01%	229
2025 Q3	$2.89K	Hold	100	–	–	﹤0.01%	257
2025 Q2	$2.81K	Sell	100 -25	-20%	-$535	﹤0.01%	242
2025 Q1	$2.44K	Hold	125	–	–	﹤0.01%	242
2024 Q4	$3.12K	Hold	125	–	–	﹤0.01%	241
2024 Q3	$2.31K	Buy	125 +25	+25%	+$423	﹤0.01%	245
2024 Q2	$1.87K	Hold	100	–	–	﹤0.01%	217
2024 Q1	$1.63K	Hold	100	–	–	﹤0.01%	207
2023 Q4	$1.85K	Hold	100	–	–	﹤0.01%	204
2023 Q3	$1.37K	Hold	100	–	–	﹤0.01%	204
2023 Q2	$1.88K	Hold	100	–	–	﹤0.01%	202
2023 Q1	$1.01K	Hold	100	–	–	﹤0.01%	214
2022 Q4	$806	Buy	+100	New	+$862	﹤0.01%	212

Other funds holding CCL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JDM Financial Group's CCL Position: Q2 2026 in Review

JDM Financial Group held its Carnival Corporation Ltd (CCL) position steady in Q2 2026 at 101 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

JDM Financial Group first reported a position in CCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.12K in Q4 2024. 1,033 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

JDM Financial Group held 101 shares of Carnival Corporation Ltd worth $2.87K as of Q2 2026.
JDM Financial Group left its Carnival Corporation Ltd share count unchanged in Q2 2026.
Carnival Corporation Ltd made up ﹤0.01% of JDM Financial Group's portfolio in Q2 2026, its #295 holding.
JDM Financial Group first reported a position in Carnival Corporation Ltd in Q4 2022 and has held it in 15 quarters since.
JDM Financial Group's Carnival Corporation Ltd position peaked at $3.12K in Q4 2024.
1,033 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.