Steward Partners Investment Advisory’s Carnival PLC CUK Stock Holding History

Steward Partners Investment Advisory’s Portfolio CUK Stock Details CUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.03K	Hold	40	–	–	﹤0.01%	4185
2025 Q4	$1.21K	Sell	40 -32	-44%	-$825	﹤0.01%	4060
2025 Q3	$1.9K	Hold	72	–	–	﹤0.01%	3934
2025 Q2	$1.84K	Hold	72	–	–	﹤0.01%	3754
2025 Q1	$1.26K	Hold	72	–	–	﹤0.01%	3732
2024 Q4	$1.62K	Hold	72	–	–	﹤0.01%	3680
2024 Q3	$1.2K	Hold	72	–	–	﹤0.01%	3512
2024 Q2	$1.24K	Hold	72	–	–	﹤0.01%	3367
2024 Q1	$1.06K	Hold	72	–	–	﹤0.01%	3368
2023 Q4	$1.21K	Sell	72 -948	-93%	-$12.4K	﹤0.01%	3283
2023 Q3	$12.5K	Buy	1,020 +948	+1,317%	+$14.2K	﹤0.01%	2506
2023 Q2	$1.22K	Hold	72	–	–	﹤0.01%	3104
2023 Q1	$659	Hold	72	–	–	﹤0.01%	3152
2022 Q4	$518	Hold	72	–	–	﹤0.01%	3190
2022 Q3	$0	Hold	72	–	–	﹤0.01%	3252
2022 Q2	$1K	Hold	72	–	–	﹤0.01%	3100
2022 Q1	$1K	Sell	72 -27	-27%	-$504	﹤0.01%	3168
2021 Q4	$2K	Buy	99 +27	+38%	+$531	﹤0.01%	3007
2021 Q3	$2K	Hold	72	–	–	﹤0.01%	2971
2021 Q2	$2K	Buy	+72	New	+$1.73K	﹤0.01%	6858
2019 Q4	–	Sell	-44	Closed	-$1K	–	2603
2019 Q3	$1K	Hold	44	–	–	﹤0.01%	2508
2019 Q2	$1K	Buy	+44	New	+$2.26K	﹤0.01%	2516
2018 Q4	–	Sell	-71	Closed	-$4K	–	1038
2018 Q3	$4K	Buy	71 +22	+45%	+$1.33K	﹤0.01%	2182
2018 Q2	$3K	Buy	49 +22	+81%	+$1.42K	﹤0.01%	2112
2018 Q1	$1K	Hold	27	–	–	﹤0.01%	2119
2017 Q4	$1K	Hold	27	–	–	﹤0.01%	1769
2017 Q3	$1K	Buy	+27	New	+$1.82K	﹤0.01%	1580

Other funds holding CUK

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

KCM Capital Shawnee, Kansas $618M AUM

OCAI

O'Connor Alternative Investments New York $1.17B AUM

Steward Partners Investment Advisory's CUK Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Carnival PLC (CUK) position steady in Q1 2026 at 40 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #4185.

Steward Partners Investment Advisory first reported a position in CUK in Q3 2017 and has held it in 27 quarters since. The position peaked at $12.5K in Q3 2023. 133 funds tracked by Wall St. Rank hold CUK as of Q1 2026.

Steward Partners Investment Advisory held 40 shares of Carnival PLC worth $1.03K as of Q1 2026.
Steward Partners Investment Advisory left its Carnival PLC share count unchanged in Q1 2026.
Carnival PLC made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4185 holding.
Steward Partners Investment Advisory first reported a position in Carnival PLC in Q3 2017 and has held it in 27 quarters since.
Steward Partners Investment Advisory's Carnival PLC position peaked at $12.5K in Q3 2023.
133 funds tracked by Wall St. Rank held Carnival PLC as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.