Pinnacle Wealth Planning Services’s Carnival Corporation Ltd CCL Stock Holding History

Pinnacle Wealth Planning Services’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	$399K	Buy	13,962 +1,642	+13%	+$44.9K	0.04%	274
2026 Q1	$319K	Sell	12,320 -252	-2%	-$7.35K	0.03%	319
2025 Q4	$384K	Sell	12,572 -822	-6%	-$22.9K	0.04%	260
2025 Q3	$387K	Sell	13,394 -1,147	-8%	-$34.6K	0.05%	264
2025 Q2	$409K	Buy	14,541 +3,615	+33%	+$77.4K	0.05%	232
2025 Q1	$213K	Buy	+10,926	New	+$260K	0.03%	347
2021 Q1	–	Sell	-3,057	Closed	-$67K	–	622
2020 Q4	$67K	Buy	+3,057	New	+$54.4K	0.02%	651

Other funds holding CCL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pinnacle Wealth Planning Services's CCL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Carnival Corporation Ltd (CCL) stake by 13% in Q2 2026, buying an estimated $44.9K and bringing the position to 13,962 shares worth $399K. The position accounts for 0.04% of the portfolio, ranked #274.

Pinnacle Wealth Planning Services first reported a position in CCL in Q4 2020 and has held it in 7 quarters since. The position peaked at $409K in Q2 2025. 1,036 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

Pinnacle Wealth Planning Services held 13,962 shares of Carnival Corporation Ltd worth $399K as of Q2 2026.
Pinnacle Wealth Planning Services bought 1,642 Carnival Corporation Ltd shares in Q2 2026, an estimated $44.9K.
Carnival Corporation Ltd made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #274 holding.
Pinnacle Wealth Planning Services first reported a position in Carnival Corporation Ltd in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Carnival Corporation Ltd position peaked at $409K in Q2 2025.
1,036 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.