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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
Q2 		$24.3K Hold
850
– – 0.01% 455
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 $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 $3.38T AUM 44.17% 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

Measured Wealth Private Client Group's CCL Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Carnival Corporation Ltd (CCL) position steady in Q2 2026 at 850 shares worth $24.3K. The position accounts for 0.01% of the portfolio, ranked #455.

Measured Wealth Private Client Group first reported a position in CCL in Q3 2018 and has held it in 5 quarters since. The position peaked at $26K in Q4 2025. 1,039 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Measured Wealth Private Client Group held 850 shares of Carnival Corporation Ltd worth $24.3K as of Q2 2026.
  • Measured Wealth Private Client Group left its Carnival Corporation Ltd share count unchanged in Q2 2026.
  • Carnival Corporation Ltd made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #455 holding.
  • Measured Wealth Private Client Group first reported a position in Carnival Corporation Ltd in Q3 2018 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's Carnival Corporation Ltd position peaked at $26K in Q4 2025.
  • 1,039 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.