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SOA Wealth Advisors’s Carnival Corporation Ltd CCL Stock Holding History

SOA Wealth Advisors’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 		$18.3K Buy
639
+188
+42% +$5.14K ﹤0.01% 530
2026
Q1 		$11.7K Buy
451
+2
+0.4% +$58 ﹤0.01% 568
2025
Q4 		$13.7K Hold
449
– – ﹤0.01% 554
2025
Q3 		$13K Hold
449
– – ﹤0.01% 580
2025
Q2 		$12.6K Hold
449
– – ﹤0.01% 571
2025
Q1 		$8.77K Hold
449
– – ﹤0.01% 574
2024
Q4 		$11.2K Hold
449
– – ﹤0.01% 536
2024
Q3 		$8.3K Buy
449
+200
+80% +$3.39K ﹤0.01% 558
2024
Q2 		$4.66K Hold
249
– – ﹤0.01% 613
2024
Q1 		$4.07K Sell
249
-200
-45% -$3.25K ﹤0.01% 631
2023
Q4 		$8.32K Buy
449
+49
+12% +$711 ﹤0.01% 549
2023
Q3 		$5.49K Hold
400
– – ﹤0.01% 606
2023
Q2 		$7.53K Hold
400
– – ﹤0.01% 568
2023
Q1 		$4.06K Hold
400
– – ﹤0.01% 648
2022
Q4 		$3.22K Hold
400
– – ﹤0.01% 679
2022
Q3 		$2K Sell
400
-1,472
-79% -$14.3K ﹤0.01% 698
2022
Q2 		$16K Buy
1,872
+200
+12% +$2.94K ﹤0.01% 419
2022
Q1 		$33K Sell
1,672
-600
-26% -$12.1K 0.01% 369
2021
Q4 		$46K Hold
2,272
– – 0.01% 305
2021
Q3 		$56K Hold
2,272
– – 0.01% 293
2021
Q2 		$59K Hold
2,272
– – 0.02% 289
2021
Q1 		$60K Hold
2,272
– – 0.02% 246
2020
Q4 		$47K Buy
+2,272
New +$40.4K 0.01% 271

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

SOA Wealth Advisors's CCL Position: Q2 2026 in Review

SOA Wealth Advisors increased its Carnival Corporation Ltd (CCL) stake by 42% in Q2 2026, buying an estimated $5.14K and bringing the position to 639 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

SOA Wealth Advisors first reported a position in CCL in Q4 2020 and has held it in 23 quarters since. The position peaked at $60K in Q1 2021. 1,033 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • SOA Wealth Advisors held 639 shares of Carnival Corporation Ltd worth $18.3K as of Q2 2026.
  • SOA Wealth Advisors bought 188 Carnival Corporation Ltd shares in Q2 2026, an estimated $5.14K.
  • Carnival Corporation Ltd made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #530 holding.
  • SOA Wealth Advisors first reported a position in Carnival Corporation Ltd in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Carnival Corporation Ltd position peaked at $60K in Q1 2021.
  • 1,033 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.