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Moneta Group Investment Advisors’s Carnival Corporation Ltd CCL Stock Holding History

Moneta Group Investment 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
Q1 		$226K Buy
8,722
+74
+0.9% +$2.16K ﹤0.01% 731
2025
Q4 		$264K Buy
8,648
+45
+0.5% +$1.25K ﹤0.01% 671
2025
Q3 		$249K Sell
8,603
-415
-5% -$12.5K ﹤0.01% 680
2025
Q2 		$254K Sell
9,018
-3,445
-28% -$73.7K ﹤0.01% 607
2025
Q1 		$243K Buy
12,463
+1,123
+10% +$26.7K ﹤0.01% 572
2024
Q4 		$283K Sell
11,340
-1,903
-14% -$44.5K ﹤0.01% 543
2024
Q3 		$245K Sell
13,243
-2,744
-17% -$46.5K ﹤0.01% 572
2024
Q2 		$299K Buy
15,987
+2,236
+16% +$34.6K ﹤0.01% 484
2024
Q1 		$225K Buy
+13,751
New +$224K ﹤0.01% 554
2018
Q3 		– Sell
-1,787
Closed -$102K – 256
2018
Q2 		$102K Sell
1,787
-2,213
-55% -$140K 0.01% 284
2018
Q1 		$262K Sell
4,000
-5
-0.1% -$340 0.03% 170
2017
Q4 		$266K Sell
4,005
-1,000
-20% -$66.3K 0.04% 164
2017
Q3 		$323K Buy
5,005
+5
+0.1% +$334 0.05% 153
2017
Q2 		$328K Hold
5,000
– – 0.05% 156
2017
Q1 		$295K Sell
5,000
-17
-0.3% -$951 0.06% 124
2016
Q4 		$261K Buy
5,017
+17
+0.3% +$851 0.05% 139
2016
Q3 		$244K Hold
5,000
– – 0.06% 119
2016
Q2 		$221K Sell
5,000
-4,000
-44% -$196K 0.05% 148
2016
Q1 		$475K Hold
9,000
– – 0.11% 110
2015
Q4 		$490K Buy
9,000
+6,000
+200% +$311K 0.12% 80
2015
Q3 		$149K Buy
+3,000
New +$153K 0.04% 144

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

Moneta Group Investment Advisors's CCL Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Carnival Corporation Ltd (CCL) stake by 0.86% in Q1 2026, buying an estimated $2.16K and bringing the position to 8,722 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Moneta Group Investment Advisors first reported a position in CCL in Q3 2015 and has held it in 21 quarters since. The position peaked at $490K in Q4 2015. 1,042 funds tracked by Wall St. Rank hold CCL as of Q1 2026.

  • Moneta Group Investment Advisors held 8,722 shares of Carnival Corporation Ltd worth $226K as of Q1 2026.
  • Moneta Group Investment Advisors bought 74 Carnival Corporation Ltd shares in Q1 2026, an estimated $2.16K.
  • Carnival Corporation Ltd made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #731 holding.
  • Moneta Group Investment Advisors first reported a position in Carnival Corporation Ltd in Q3 2015 and has held it in 21 quarters since.
  • Moneta Group Investment Advisors's Carnival Corporation Ltd position peaked at $490K in Q4 2015.
  • 1,042 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.