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Peterson Wealth Management’s Carnival Corporation Ltd CCL Stock Holding History

Peterson Wealth Management’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 		$10.1K Hold
352
– – ﹤0.01% 144
2026
Q1 		$9.11K Buy
+352
New +$10.3K 0.01% 137

Other funds holding CCL

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Peterson Wealth Management's CCL Position: Q2 2026 in Review

Peterson Wealth Management held its Carnival Corporation Ltd (CCL) position steady in Q2 2026 at 352 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #144.

Peterson Wealth Management first reported a position in CCL in Q1 2026 and has held it in 2 quarters since. 1,036 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Peterson Wealth Management held 352 shares of Carnival Corporation Ltd worth $10.1K as of Q2 2026.
  • Peterson Wealth Management left its Carnival Corporation Ltd share count unchanged in Q2 2026.
  • Carnival Corporation Ltd made up ﹤0.01% of Peterson Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Peterson Wealth Management first reported a position in Carnival Corporation Ltd in Q1 2026 and has held it in 2 quarters since.
  • 1,036 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.