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Measured Wealth Private Client Group’s Carnival Corporation Ltd CCL Stock Holding History

Measured Wealth Private Client Group’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
Q1 		$22K Hold
850
– – 0.01% 451
2025
Q4 		$26K Hold
850
– – 0.01% 418
2025
Q3 		$24.6K Buy
+850
New +$25.7K 0.01% 434
2018
Q4 		– Sell
-351
Closed -$22K – 194
2018
Q3 		$22K Buy
+351
New +$21.3K 0.01% 508

Other funds holding CCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Measured Wealth Private Client Group's CCL Position: Q1 2026 in Review

Measured Wealth Private Client Group held its Carnival Corporation Ltd (CCL) position steady in Q1 2026 at 850 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #451.

Measured Wealth Private Client Group first reported a position in CCL in Q3 2018 and has held it in 4 quarters since. The position peaked at $26K in Q4 2025. 1,042 funds tracked by Wall St. Rank hold CCL as of Q1 2026.

  • Measured Wealth Private Client Group held 850 shares of Carnival Corporation Ltd worth $22K as of Q1 2026.
  • Measured Wealth Private Client Group left its Carnival Corporation Ltd share count unchanged in Q1 2026.
  • Carnival Corporation Ltd made up 0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #451 holding.
  • Measured Wealth Private Client Group first reported a position in Carnival Corporation Ltd in Q3 2018 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Carnival Corporation Ltd position peaked at $26K in Q4 2025.
  • 1,042 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.