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Smallwood Wealth Investment Management’s Carnival Corporation Ltd CCL Stock Holding History

Smallwood Wealth 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 		$3.34K Hold
117
– – ﹤0.01% 385
2026
Q1 		$3.03K Hold
117
– – ﹤0.01% 393
2025
Q4 		$3.57K Hold
117
– – ﹤0.01% 371
2025
Q3 		$3.38K Hold
117
– – ﹤0.01% 369
2025
Q2 		$3.29K Hold
117
– – ﹤0.01% 374
2025
Q1 		$2.29K Buy
+117
New +$2.78K ﹤0.01% 379

Other funds holding CCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Smallwood Wealth Investment Management's CCL Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Carnival Corporation Ltd (CCL) position steady in Q2 2026 at 117 shares worth $3.34K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Smallwood Wealth Investment Management first reported a position in CCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.57K in Q4 2025. 1,033 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Smallwood Wealth Investment Management held 117 shares of Carnival Corporation Ltd worth $3.34K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Carnival Corporation Ltd share count unchanged in Q2 2026.
  • Carnival Corporation Ltd made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #385 holding.
  • Smallwood Wealth Investment Management first reported a position in Carnival Corporation Ltd in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Carnival Corporation Ltd position peaked at $3.57K in Q4 2025.
  • 1,033 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.