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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
Q2 		$657K Sell
22,996
-2,771
-11% -$75.7K 0.04% 189
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
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 $3.38T AUM 44.17% 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

Strategic Investment Advisors's CCL Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Carnival Corporation Ltd (CCL) stake by 11% in Q2 2026, selling an estimated $75.7K and leaving 22,996 shares worth $657K. The position accounts for 0.04% of the portfolio, ranked #189.

Strategic Investment Advisors first reported a position in CCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $670K in Q1 2026. 1,039 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Strategic Investment Advisors held 22,996 shares of Carnival Corporation Ltd worth $657K as of Q2 2026.
  • Strategic Investment Advisors sold 2,771 Carnival Corporation Ltd shares in Q2 2026, an estimated $75.7K.
  • Carnival Corporation Ltd made up 0.04% of Strategic Investment Advisors's portfolio in Q2 2026, its #189 holding.
  • Strategic Investment Advisors first reported a position in Carnival Corporation Ltd in Q3 2025 and has held it in 4 quarters since.
  • Strategic Investment Advisors's Carnival Corporation Ltd position peaked at $670K in Q1 2026.
  • 1,039 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.