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

Legacy 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 Q2	$238K	Buy	8,337 +124	+2%	+$3.39K	0.03%	387
2026 Q1	$213K	Buy	+8,213	New	+$239K	0.03%	389
2019 Q2	–	Sell	-550	Closed	-$28K	–	246
2019 Q1	$28K	Buy	550 +221	+67%	+$12.2K	0.01%	385
2018 Q4	$16K	Buy	329 +182	+124%	+$10.4K	0.01%	449
2018 Q3	$9K	Hold	147	–	–	﹤0.01%	543
2018 Q2	$9K	Sell	147 -100	-40%	-$6.34K	﹤0.01%	540
2018 Q1	$15K	Buy	247 +100	+68%	+$6.8K	0.01%	399
2017 Q4	$9K	Buy	+147	New	+$9.74K	﹤0.01%	497

Other funds holding CCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legacy Financial Advisors's CCL Position: Q2 2026 in Review

Legacy Financial Advisors increased its Carnival Corporation Ltd (CCL) stake by 1.5% in Q2 2026, buying an estimated $3.39K and bringing the position to 8,337 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #387.

Legacy Financial Advisors first reported a position in CCL in Q4 2017 and has held it in 8 quarters since. 1,036 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

Legacy Financial Advisors held 8,337 shares of Carnival Corporation Ltd worth $238K as of Q2 2026.
Legacy Financial Advisors bought 124 Carnival Corporation Ltd shares in Q2 2026, an estimated $3.39K.
Carnival Corporation Ltd made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #387 holding.
Legacy Financial Advisors first reported a position in Carnival Corporation Ltd in Q4 2017 and has held it in 8 quarters since.
1,036 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.