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Strategic Investment Advisors’s Carnival Corporation Ltd CCL Stock Holding History

Strategic Investment 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
Q1 		$670K Buy
25,767
+14,836
+136% +$433K 0.05% 188
2025
Q4 		$334K Sell
10,931
-5,571
-34% -$155K 0.03% 202
2025
Q3 		$477K Buy
+16,502
New +$498K 0.04% 175

Other funds holding CCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Strategic Investment Advisors's CCL Position: Q1 2026 in Review

Strategic Investment Advisors increased its Carnival Corporation Ltd (CCL) stake by 136% in Q1 2026, buying an estimated $433K and bringing the position to 25,767 shares worth $670K. The position accounts for 0.05% of the portfolio, ranked #188.

Strategic Investment Advisors first reported a position in CCL in Q3 2025 and has held it in 3 quarters since. 1,048 funds tracked by Wall St. Rank hold CCL as of Q1 2026.

  • Strategic Investment Advisors held 25,767 shares of Carnival Corporation Ltd worth $670K as of Q1 2026.
  • Strategic Investment Advisors bought 14,836 Carnival Corporation Ltd shares in Q1 2026, an estimated $433K.
  • Carnival Corporation Ltd made up 0.05% of Strategic Investment Advisors's portfolio in Q1 2026, its #188 holding.
  • Strategic Investment Advisors first reported a position in Carnival Corporation Ltd in Q3 2025 and has held it in 3 quarters since.
  • 1,048 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.