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Journey Strategic Wealth’s Carnival Corporation Ltd CCL Stock Holding History

Journey Strategic Wealth’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
Q1 		$256K Buy
9,908
+476
+5% +$13.9K 0.01% 630
2025
Q4 		$288K Sell
9,432
-1,385
-13% -$38.6K 0.01% 524
2025
Q3 		$313K Sell
10,817
-1,634
-13% -$49.3K 0.01% 463
2025
Q2 		$350K Buy
+12,451
New +$266K 0.01% 382

Other funds holding CCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Journey Strategic Wealth's CCL Position: Q1 2026 in Review

Journey Strategic Wealth increased its Carnival Corporation Ltd (CCL) stake by 5% in Q1 2026, buying an estimated $13.9K and bringing the position to 9,908 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #630.

Journey Strategic Wealth first reported a position in CCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $350K in Q2 2025. 1,051 funds tracked by Wall St. Rank hold CCL as of Q1 2026.

  • Journey Strategic Wealth held 9,908 shares of Carnival Corporation Ltd worth $256K as of Q1 2026.
  • Journey Strategic Wealth bought 476 Carnival Corporation Ltd shares in Q1 2026, an estimated $13.9K.
  • Carnival Corporation Ltd made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #630 holding.
  • Journey Strategic Wealth first reported a position in Carnival Corporation Ltd in Q2 2025 and has held it in 4 quarters since.
  • Journey Strategic Wealth's Carnival Corporation Ltd position peaked at $350K in Q2 2025.
  • 1,051 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.