Mark Sheptoff Financial Planning’s Carnival Corporation Ltd CCL Stock Holding History

Mark Sheptoff 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	$2.86K	Hold	100	–	–	﹤0.01%	482
2026 Q1	$2.58K	Hold	100	–	–	﹤0.01%	474
2025 Q4	$3.05K	Hold	100	–	–	﹤0.01%	463
2025 Q3	$2.89K	Hold	100	–	–	﹤0.01%	440
2025 Q2	$2.81K	Buy	+100	New	+$2.14K	﹤0.01%	446
2020 Q3	–	Sell	-300	Closed	-$5K	–	333
2020 Q2	$5K	Hold	300	–	–	﹤0.01%	295
2020 Q1	$4K	Buy	+300	New	+$10.7K	﹤0.01%	277

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

Mark Sheptoff Financial Planning's CCL Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Carnival Corporation Ltd (CCL) position steady in Q2 2026 at 100 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Mark Sheptoff Financial Planning first reported a position in CCL in Q1 2020 and has held it in 7 quarters since. The position peaked at $5K in Q2 2020. 1,033 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

Mark Sheptoff Financial Planning held 100 shares of Carnival Corporation Ltd worth $2.86K as of Q2 2026.
Mark Sheptoff Financial Planning left its Carnival Corporation Ltd share count unchanged in Q2 2026.
Carnival Corporation Ltd made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #482 holding.
Mark Sheptoff Financial Planning first reported a position in Carnival Corporation Ltd in Q1 2020 and has held it in 7 quarters since.
Mark Sheptoff Financial Planning's Carnival Corporation Ltd position peaked at $5K in Q2 2020.
1,033 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.