Peterson Wealth Management
CCL icon

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
Q3 		$13.4K Buy
544
+192
+55% +$4.92K 0.01% 136
2026
Q2 		$10.1K Hold
352
– – ﹤0.01% 144
2026
Q1 		$9.1K Buy
+352
New +$10.3K 0.01% 137

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Peterson Wealth Management's CCL Position: Q3 2026 in Review

Peterson Wealth Management increased its Carnival Corporation Ltd (CCL) stake by 55% in Q3 2026, buying an estimated $4.92K and bringing the position to 544 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #136.

Peterson Wealth Management first reported a position in CCL in Q1 2026 and has held it in 3 quarters since. 877 funds tracked by Wall St. Rank hold CCL as of Q3 2026.

  • Peterson Wealth Management held 544 shares of Carnival Corporation Ltd worth $13.4K as of Q3 2026.
  • Peterson Wealth Management bought 192 Carnival Corporation Ltd shares in Q3 2026, an estimated $4.92K.
  • Carnival Corporation Ltd made up 0.01% of Peterson Wealth Management's portfolio in Q3 2026, its #136 holding.
  • Peterson Wealth Management first reported a position in Carnival Corporation Ltd in Q1 2026 and has held it in 3 quarters since.
  • 877 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q3 2026.

Based on Peterson Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.