Jones Financial Companies
CUK

Jones Financial Companies’s Carnival PLC CUK Stock Holding History

Jones Financial Companies’s Portfolio CUK Stock Details CUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$61K Buy
2,533
+173
+7% +$5.02K ﹤0.01% 2875
2025
Q4 		$71.6K Sell
2,360
-2,214
-48% -$57.1K ﹤0.01% 2366
2025
Q3 		$127K Buy
4,574
+865
+23% +$23.8K ﹤0.01% 1982
2025
Q2 		$91.9K Buy
3,709
+319
+9% +$6.17K ﹤0.01% 1972
2025
Q1 		$60.7K Buy
3,390
+691
+26% +$14.9K ﹤0.01% 1983
2024
Q4 		$60.8K Sell
2,699
-91
-3% -$1.93K ﹤0.01% 1800
2024
Q3 		$47K Buy
2,790
+1,527
+121% +$23.6K ﹤0.01% 1665
2024
Q2 		$21.7K Buy
+1,263
New +$17.7K ﹤0.01% 1512

Other funds holding CUK

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
KC
KCM Capital Shawnee, Kansas $618M AUM
OCAI
O'Connor Alternative Investments New York $1.17B AUM

Jones Financial Companies's CUK Position: Q1 2026 in Review

Jones Financial Companies increased its Carnival PLC (CUK) stake by 7.3% in Q1 2026, buying an estimated $5.02K and bringing the position to 2,533 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #2875.

Jones Financial Companies first reported a position in CUK in Q2 2024 and has held it in 8 quarters since. The position peaked at $127K in Q3 2025. 133 funds tracked by Wall St. Rank hold CUK as of Q1 2026.

  • Jones Financial Companies held 2,533 shares of Carnival PLC worth $61K as of Q1 2026.
  • Jones Financial Companies bought 173 Carnival PLC shares in Q1 2026, an estimated $5.02K.
  • Carnival PLC made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2875 holding.
  • Jones Financial Companies first reported a position in Carnival PLC in Q2 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's Carnival PLC position peaked at $127K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Carnival PLC as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.