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Ruedi Wealth Management’s Carnival Corporation Ltd CCL Stock Holding History

Ruedi 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
2025
Q2 		– Sell
-100
Closed -$1.95K – 98
2025
Q1 		$1.95K Hold
100
– – ﹤0.01% 260
2024
Q4 		$2.49K Hold
100
– – ﹤0.01% 254
2024
Q3 		$1.85K Sell
100
-30
-23% -$508 ﹤0.01% 274
2024
Q2 		$2.43K Buy
130
+30
+30% +$464 ﹤0.01% 311
2024
Q1 		$1.63K Hold
100
– – ﹤0.01% 235
2023
Q4 		$1.85K Hold
100
– – ﹤0.01% 212
2023
Q3 		$1.37K Hold
100
– – ﹤0.01% 195
2023
Q2 		$1.88K Buy
+100
New +$1.17K ﹤0.01% 192

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 $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ruedi Wealth Management's CCL Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Carnival Corporation Ltd (CCL) in Q2 2025, closing a stake of 100 shares — an estimated $1.95K sold.

Ruedi Wealth Management first reported a position in CCL in Q2 2023 and held it in 8 quarters. The position peaked at $2.49K in Q4 2024. 1,003 funds tracked by Wall St. Rank hold CCL as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Carnival Corporation Ltd position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 100 Carnival Corporation Ltd shares in Q2 2025, an estimated $1.95K.
  • Ruedi Wealth Management first reported a position in Carnival Corporation Ltd in Q2 2023 and held it in 8 quarters.
  • Ruedi Wealth Management's Carnival Corporation Ltd position peaked at $2.49K in Q4 2024.
  • 1,003 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.