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LBMC Investment Advisors’s Carnival Corporation Ltd CCL Stock Holding History

LBMC Investment 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
2025
Q3 		– Sell
-10,710
Closed -$301K – 236
2025
Q2 		$301K Hold
10,710
– – 0.02% 169
2025
Q1 		$209K Hold
10,710
– – 0.02% 192
2024
Q4 		$267K Hold
10,710
– – 0.02% 169
2024
Q3 		$198K Sell
10,710
-2,000
-16% -$33.9K 0.02% 190
2024
Q2 		$238K Buy
12,710
+2,110
+20% +$32.6K 0.02% 166
2024
Q1 		$173K Buy
+10,600
New +$172K 0.02% 182

Other funds holding CCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LBMC Investment Advisors's CCL Position: Q3 2025 in Review

LBMC Investment Advisors sold out of Carnival Corporation Ltd (CCL) in Q3 2025, closing a stake of 10,710 shares — an estimated $301K sold.

LBMC Investment Advisors first reported a position in CCL in Q1 2024 and held it in 6 quarters. The position peaked at $301K in Q2 2025. 1,038 funds tracked by Wall St. Rank hold CCL as of Q3 2025.

  • LBMC Investment Advisors reported no remaining Carnival Corporation Ltd position as of Q3 2025 after selling out during the quarter.
  • LBMC Investment Advisors sold 10,710 Carnival Corporation Ltd shares in Q3 2025, an estimated $301K.
  • LBMC Investment Advisors first reported a position in Carnival Corporation Ltd in Q1 2024 and held it in 6 quarters.
  • LBMC Investment Advisors's Carnival Corporation Ltd position peaked at $301K in Q2 2025.
  • 1,038 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q3 2025.

Based on LBMC Investment Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.