Pacific Capital Wealth Advisors’s Carnival Corporation Ltd CCL Stock Holding History

Pacific Capital Wealth 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
2025 Q1	–	Sell	-1,122	Closed	-$28K	–	132
2024 Q4	$28K	Hold	1,122	–	–	﹤0.01%	190
2024 Q3	$20.7K	Sell	1,122 -12	-1%	-$203	﹤0.01%	235
2024 Q2	$21.2K	Buy	1,134 +994	+710%	+$15.4K	﹤0.01%	229
2024 Q1	$2.29K	Hold	140	–	–	﹤0.01%	421
2023 Q4	$2.6K	Buy	+140	New	+$2.03K	﹤0.01%	279
2020 Q4	–	Sell	-140	Closed	-$2K	–	88
2020 Q3	$2K	Buy	+140	New	+$2.16K	﹤0.01%	199

Other funds holding CCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pacific Capital Wealth Advisors's CCL Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Carnival Corporation Ltd (CCL) in Q1 2025, closing a stake of 1,122 shares — an estimated $28K sold.

Pacific Capital Wealth Advisors first reported a position in CCL in Q3 2020 and held it in 6 quarters. The position peaked at $28K in Q4 2024. 936 funds tracked by Wall St. Rank hold CCL as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Carnival Corporation Ltd position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 1,122 Carnival Corporation Ltd shares in Q1 2025, an estimated $28K.
Pacific Capital Wealth Advisors first reported a position in Carnival Corporation Ltd in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Carnival Corporation Ltd position peaked at $28K in Q4 2024.
936 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.