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Kingswood Wealth Advisors’s Carnival Corporation Ltd CCL Stock Holding History

Kingswood Wealth 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
Q2 		$283K Buy
9,899
+1,002
+11% +$27.4K 0.01% 803
2026
Q1 		$230K Sell
8,897
-7,140
-45% -$208K 0.01% 828
2025
Q4 		$490K Buy
+16,037
New +$447K 0.02% 531
2024
Q2 		– Sell
-14,154
Closed -$231K – 666
2024
Q1 		$231K Buy
+14,154
New +$230K 0.03% 548

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

Kingswood Wealth Advisors's CCL Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Carnival Corporation Ltd (CCL) stake by 11% in Q2 2026, buying an estimated $27.4K and bringing the position to 9,899 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #803.

Kingswood Wealth Advisors first reported a position in CCL in Q1 2024 and has held it in 4 quarters since. The position peaked at $490K in Q4 2025. 1,033 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Kingswood Wealth Advisors held 9,899 shares of Carnival Corporation Ltd worth $283K as of Q2 2026.
  • Kingswood Wealth Advisors bought 1,002 Carnival Corporation Ltd shares in Q2 2026, an estimated $27.4K.
  • Carnival Corporation Ltd made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #803 holding.
  • Kingswood Wealth Advisors first reported a position in Carnival Corporation Ltd in Q1 2024 and has held it in 4 quarters since.
  • Kingswood Wealth Advisors's Carnival Corporation Ltd position peaked at $490K in Q4 2025.
  • 1,033 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.