Private Wealth Management Group’s Carnival Corporation Ltd CCL Stock Holding History

Private Wealth Management Group’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	$19.7K	Hold	691	–	–	﹤0.01%	391
2026 Q1	$17.9K	Hold	691	–	–	﹤0.01%	368
2025 Q4	$21.1K	Hold	691	–	–	0.01%	310
2025 Q3	$20K	Hold	691	–	–	0.01%	330
2025 Q2	$19.4K	Hold	691	–	–	0.01%	311
2025 Q1	$13.5K	Sell	691 -13	-2%	-$309	0.01%	389
2024 Q4	$17.5K	Buy	704 +13	+2%	+$304	0.01%	336
2024 Q3	$12.8K	Hold	691	–	–	0.01%	385
2024 Q2	$12.9K	Buy	691 +381	+123%	+$5.89K	0.01%	380
2024 Q1	$5.07K	Hold	310	–	–	﹤0.01%	621
2023 Q4	$5.75K	Buy	+310	New	+$4.5K	﹤0.01%	581

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 $3.38T AUM 44.17% 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

Private Wealth Management Group's CCL Position: Q2 2026 in Review

Private Wealth Management Group held its Carnival Corporation Ltd (CCL) position steady in Q2 2026 at 691 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Private Wealth Management Group first reported a position in CCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.1K in Q4 2025. 1,039 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

Private Wealth Management Group held 691 shares of Carnival Corporation Ltd worth $19.7K as of Q2 2026.
Private Wealth Management Group left its Carnival Corporation Ltd share count unchanged in Q2 2026.
Carnival Corporation Ltd made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #391 holding.
Private Wealth Management Group first reported a position in Carnival Corporation Ltd in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Carnival Corporation Ltd position peaked at $21.1K in Q4 2025.
1,039 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.