Mount Yale Investment Advisors’s Carnival Corporation Ltd CCL Stock Holding History

Mount Yale 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	$350K	Buy	+13,534	New	+$395K	0.01%	832
2025 Q3	–	Sell	-2,128	Closed	-$59.8K	–	818
2025 Q2	$59.8K	Buy	+2,128	New	+$45.5K	﹤0.01%	766
2019 Q3	–	Sell	-12,065	Closed	-$548K	–	307
2019 Q2	$548K	Sell	12,065 -57	-0.5%	-$2.98K	0.1%	166
2019 Q1	$615K	Buy	12,122 +716	+6%	+$39.7K	0.12%	144
2018 Q4	$648K	Buy	11,406 +2,248	+25%	+$129K	0.13%	143
2018 Q3	$537K	Sell	9,158 -1,105	-11%	-$67K	0.09%	163
2018 Q2	$588K	Buy	10,263 +8,928	+669%	+$566K	0.11%	155
2018 Q1	$88K	Buy	+1,335	New	+$90.8K	0.02%	492

Other funds holding CCL

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mount Yale Investment Advisors's CCL Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Carnival Corporation Ltd (CCL) in Q1 2026: 13,534 shares worth $350K. The stake represents 0.01% of the portfolio and ranks #832 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in CCL as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in CCL in Q1 2018 and has held it in 8 quarters since. The position peaked at $648K in Q4 2018. 1,042 funds tracked by Wall St. Rank hold CCL as of Q1 2026.

Mount Yale Investment Advisors held 13,534 shares of Carnival Corporation Ltd worth $350K as of Q1 2026.
Carnival Corporation Ltd was a new Mount Yale Investment Advisors position in Q1 2026.
Carnival Corporation Ltd made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #832 holding.
Mount Yale Investment Advisors first reported a position in Carnival Corporation Ltd in Q1 2018 and has held it in 8 quarters since.
Mount Yale Investment Advisors's Carnival Corporation Ltd position peaked at $648K in Q4 2018.
1,042 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.