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Kelleher Financial Advisors’s Carnival Corporation Ltd CCL Stock Holding History

Kelleher Financial Advisors’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 		$19.1K Hold
739
– – ﹤0.01% 479
2025
Q4 		$22.6K Hold
739
– – 0.01% 494
2025
Q3 		$21.4K Buy
+739
New +$22.3K 0.01% 427

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

Kelleher Financial Advisors's CCL Position: Q1 2026 in Review

Kelleher Financial Advisors held its Carnival Corporation Ltd (CCL) position steady in Q1 2026 at 739 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Kelleher Financial Advisors first reported a position in CCL in Q3 2025 and has held it in 3 quarters since. The position peaked at $22.6K in Q4 2025. 1,042 funds tracked by Wall St. Rank hold CCL as of Q1 2026.

  • Kelleher Financial Advisors held 739 shares of Carnival Corporation Ltd worth $19.1K as of Q1 2026.
  • Kelleher Financial Advisors left its Carnival Corporation Ltd share count unchanged in Q1 2026.
  • Carnival Corporation Ltd made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #479 holding.
  • Kelleher Financial Advisors first reported a position in Carnival Corporation Ltd in Q3 2025 and has held it in 3 quarters since.
  • Kelleher Financial Advisors's Carnival Corporation Ltd position peaked at $22.6K in Q4 2025.
  • 1,042 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.