Ritter Daniher Financial Advisory’s Carnival Corporation Ltd CCL Stock Holding History

Ritter Daniher Financial Advisory’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	$21.2K	Hold	743	–	–	﹤0.01%	358
2026 Q1	$19.2K	Buy	743 +7	+1%	+$204	﹤0.01%	366
2025 Q4	$22.5K	Buy	736 +460	+167%	+$12.8K	﹤0.01%	351
2025 Q3	$7.98K	Hold	276	–	–	﹤0.01%	359
2025 Q2	$7.76K	Hold	276	–	–	﹤0.01%	274
2025 Q1	$5.39K	Hold	276	–	–	﹤0.01%	267
2024 Q4	$6.88K	Hold	276	–	–	﹤0.01%	253
2024 Q3	$5.1K	Hold	276	–	–	﹤0.01%	262
2024 Q2	$5.17K	Hold	276	–	–	﹤0.01%	261
2024 Q1	$4.51K	Hold	276	–	–	﹤0.01%	256
2023 Q4	$5.12K	Sell	276 -124	-31%	-$1.8K	﹤0.01%	267
2023 Q3	$5.49K	Hold	400	–	–	﹤0.01%	264
2023 Q2	$7.53K	Hold	400	–	–	﹤0.01%	233
2023 Q1	$4.06K	Hold	400	–	–	﹤0.01%	239
2022 Q4	$3.22K	Buy	400 +100	+33%	+$862	﹤0.01%	233
2022 Q3	$2K	Hold	300	–	–	﹤0.01%	218
2022 Q2	$3K	Buy	300 +100	+50%	+$1.47K	﹤0.01%	205
2022 Q1	$4K	Hold	200	–	–	﹤0.01%	201
2021 Q4	$4K	Hold	200	–	–	﹤0.01%	194
2021 Q3	$5K	Hold	200	–	–	﹤0.01%	179
2021 Q2	$5K	Hold	200	–	–	﹤0.01%	172
2021 Q1	$5K	Hold	200	–	–	﹤0.01%	163
2020 Q4	$4K	Buy	+200	New	+$3.56K	﹤0.01%	161

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

Ritter Daniher Financial Advisory's CCL Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Carnival Corporation Ltd (CCL) position steady in Q2 2026 at 743 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Ritter Daniher Financial Advisory first reported a position in CCL in Q4 2020 and has held it in 23 quarters since. The position peaked at $22.5K in Q4 2025. 1,033 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

Ritter Daniher Financial Advisory held 743 shares of Carnival Corporation Ltd worth $21.2K as of Q2 2026.
Ritter Daniher Financial Advisory left its Carnival Corporation Ltd share count unchanged in Q2 2026.
Carnival Corporation Ltd made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #358 holding.
Ritter Daniher Financial Advisory first reported a position in Carnival Corporation Ltd in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's Carnival Corporation Ltd position peaked at $22.5K in Q4 2025.
1,033 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.