PPL
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Planning Project LLC’s Carnival Corporation Ltd CCL Stock Holding History

Planning Project LLC’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
Q4 		$3.05K Buy
+100
New +$2.79K ﹤0.01% 124

Other funds holding CCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Planning Project LLC's CCL Position: Q4 2025 in Review

Planning Project LLC opened a new position in Carnival Corporation Ltd (CCL) in Q4 2025: 100 shares worth $3.05K. The stake represents ﹤0.01% of the portfolio and ranks #124 among its holdings.

1,097 funds tracked by Wall St. Rank hold CCL as of Q4 2025.

  • Planning Project LLC held 100 shares of Carnival Corporation Ltd worth $3.05K as of Q4 2025.
  • Carnival Corporation Ltd was a new Planning Project LLC position in Q4 2025.
  • Carnival Corporation Ltd made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #124 holding.
  • 1,097 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.