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Lodestone Wealth Management’s Carnival Corporation Ltd CCL Stock Holding History

Lodestone Wealth Management’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 		$35K Buy
1,226
+7
+0.6% +$191 0.01% 345
2026
Q1 		$31.6K Buy
1,219
+6
+0.5% +$175 0.01% 346
2025
Q4 		$37K Buy
+1,213
New +$33.8K 0.02% 320

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

Lodestone Wealth Management's CCL Position: Q2 2026 in Review

Lodestone Wealth Management increased its Carnival Corporation Ltd (CCL) stake by 0.57% in Q2 2026, buying an estimated $191 and bringing the position to 1,226 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #345.

Lodestone Wealth Management first reported a position in CCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $37K in Q4 2025. 1,033 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Lodestone Wealth Management held 1,226 shares of Carnival Corporation Ltd worth $35K as of Q2 2026.
  • Lodestone Wealth Management bought 7 Carnival Corporation Ltd shares in Q2 2026, an estimated $191.
  • Carnival Corporation Ltd made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #345 holding.
  • Lodestone Wealth Management first reported a position in Carnival Corporation Ltd in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Carnival Corporation Ltd position peaked at $37K in Q4 2025.
  • 1,033 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.