Sims Investment Management’s Carnival Corporation Ltd CCL Stock Holding History

Sims Investment 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 Q2	$1.61M	Sell	56,199 -100	-0.2%	-$2.73K	0.5%	19
2026 Q1	$1.46M	Buy	56,299 +470	+0.8%	+$13.7K	0.54%	18
2025 Q4	$1.71M	Sell	55,829 -1,633	-3%	-$45.5K	0.6%	18
2025 Q3	$1.66M	Sell	57,462 -1,564	-3%	-$47.2K	0.6%	18
2025 Q2	$1.66M	Sell	59,026 -297	-0.5%	-$6.36K	0.67%	17
2025 Q1	$1.16M	Buy	59,323 +5,828	+11%	+$139K	0.52%	19
2024 Q4	$1.33M	Buy	+53,495	New	+$1.25M	0.75%	18

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

Sims Investment Management's CCL Position: Q2 2026 in Review

Sims Investment Management reduced its Carnival Corporation Ltd (CCL) stake by 0.18% in Q2 2026, selling an estimated $2.73K and leaving 56,199 shares worth $1.61M. The position accounts for 0.5% of the portfolio, ranked #19.

Sims Investment Management first reported a position in CCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.71M in Q4 2025. 1,033 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

Sims Investment Management held 56,199 shares of Carnival Corporation Ltd worth $1.61M as of Q2 2026.
Sims Investment Management sold 100 Carnival Corporation Ltd shares in Q2 2026, an estimated $2.73K.
Carnival Corporation Ltd made up 0.5% of Sims Investment Management's portfolio in Q2 2026, its #19 holding.
Sims Investment Management first reported a position in Carnival Corporation Ltd in Q4 2024 and has held it in 7 quarters since.
Sims Investment Management's Carnival Corporation Ltd position peaked at $1.71M in Q4 2025.
1,033 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.