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

SHP 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
2026
Q1 		$39.8K Buy
1,537
+177
+13% +$5.16K ﹤0.01% 547
2025
Q4 		$41.5K Buy
+1,360
New +$37.9K ﹤0.01% 521

Other funds holding CCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SHP Wealth Management's CCL Position: Q1 2026 in Review

SHP Wealth Management increased its Carnival Corporation Ltd (CCL) stake by 13% in Q1 2026, buying an estimated $5.16K and bringing the position to 1,537 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

SHP Wealth Management first reported a position in CCL in Q4 2025 and has held it in 2 quarters since. The position peaked at $41.5K in Q4 2025. 1,048 funds tracked by Wall St. Rank hold CCL as of Q1 2026.

  • SHP Wealth Management held 1,537 shares of Carnival Corporation Ltd worth $39.8K as of Q1 2026.
  • SHP Wealth Management bought 177 Carnival Corporation Ltd shares in Q1 2026, an estimated $5.16K.
  • Carnival Corporation Ltd made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #547 holding.
  • SHP Wealth Management first reported a position in Carnival Corporation Ltd in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Carnival Corporation Ltd position peaked at $41.5K in Q4 2025.
  • 1,048 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.