Simplicity Wealth’s Carnival Corporation Ltd CCL Stock Holding History

Simplicity Wealth’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	$606K	Buy	21,225 +6,871	+48%	+$188K	0.02%	568
2026 Q1	$371K	Sell	14,354 -1,930	-12%	-$56.3K	0.02%	532
2025 Q4	$497K	Buy	16,284 +5,212	+47%	+$145K	0.03%	428
2025 Q3	$320K	Sell	11,072 -17,397	-61%	-$525K	0.02%	547
2025 Q2	$801K	Buy	28,469 +17,252	+154%	+$369K	0.03%	372
2025 Q1	$219K	Buy	+11,217	New	+$267K	0.02%	508
2024 Q3	–	Sell	-13,181	Closed	-$247K	–	594
2024 Q2	$247K	Sell	13,181 -174	-1%	-$2.69K	0.01%	1020
2024 Q1	$218K	Buy	+13,355	New	+$217K	0.01%	1032

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

Simplicity Wealth's CCL Position: Q2 2026 in Review

Simplicity Wealth increased its Carnival Corporation Ltd (CCL) stake by 48% in Q2 2026, buying an estimated $188K and bringing the position to 21,225 shares worth $606K. The position accounts for 0.02% of the portfolio, ranked #568.

Simplicity Wealth first reported a position in CCL in Q1 2024 and has held it in 8 quarters since. The position peaked at $801K in Q2 2025. 1,036 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

Simplicity Wealth held 21,225 shares of Carnival Corporation Ltd worth $606K as of Q2 2026.
Simplicity Wealth bought 6,871 Carnival Corporation Ltd shares in Q2 2026, an estimated $188K.
Carnival Corporation Ltd made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #568 holding.
Simplicity Wealth first reported a position in Carnival Corporation Ltd in Q1 2024 and has held it in 8 quarters since.
Simplicity Wealth's Carnival Corporation Ltd position peaked at $801K in Q2 2025.
1,036 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.