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

JPL 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
2026
Q1 		$1.27K Buy
+49
New +$1.43K ﹤0.01% 1124
2025
Q4 		– Sell
-75
Closed -$2.17K – 288
2025
Q3 		$2.17K Buy
+75
New +$2.27K ﹤0.01% 847

Other funds holding CCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JPL Wealth Management's CCL Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Carnival Corporation Ltd (CCL) in Q1 2026: 49 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #1124 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in CCL as recently as Q3 2025.

JPL Wealth Management first reported a position in CCL in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.17K in Q3 2025. 1,042 funds tracked by Wall St. Rank hold CCL as of Q1 2026.

  • JPL Wealth Management held 49 shares of Carnival Corporation Ltd worth $1.27K as of Q1 2026.
  • Carnival Corporation Ltd was a new JPL Wealth Management position in Q1 2026.
  • Carnival Corporation Ltd made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1124 holding.
  • JPL Wealth Management first reported a position in Carnival Corporation Ltd in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Carnival Corporation Ltd position peaked at $2.17K in Q3 2025.
  • 1,042 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.