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Kerr Financial Planning’s Carnival Corporation Ltd CCL Stock Holding History

Kerr Financial Planning’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% 458
2026
Q1 		$2.65K Buy
101
+1
+1% +$29 ﹤0.01% 446
2025
Q4 		$3.14K Hold
100
– – ﹤0.01% 435
2025
Q3 		$2.59K Buy
+100
New +$3.02K ﹤0.01% 468

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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

Kerr Financial Planning's CCL Position: Q2 2026 in Review

Kerr Financial Planning 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 #458.

Kerr Financial Planning first reported a position in CCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.14K in Q4 2025. 1,028 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Kerr Financial Planning held 101 shares of Carnival Corporation Ltd worth $2.87K as of Q2 2026.
  • Kerr Financial Planning left its Carnival Corporation Ltd share count unchanged in Q2 2026.
  • Carnival Corporation Ltd made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #458 holding.
  • Kerr Financial Planning first reported a position in Carnival Corporation Ltd in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Carnival Corporation Ltd position peaked at $3.14K in Q4 2025.
  • 1,028 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.