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

Strategic 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 		$3K Hold
100
– – ﹤0.01% 227
2026
Q1 		$2K Hold
100
– – ﹤0.01% 241
2025
Q4 		$3K Buy
+100
New +$2.79K ﹤0.01% 227

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

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

Strategic Wealth Advisors held its Carnival Corporation Ltd (CCL) position steady in Q2 2026 at 100 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Strategic Wealth Advisors first reported a position in CCL in Q4 2025 and has held it in 3 quarters since. 1,033 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Strategic Wealth Advisors held 100 shares of Carnival Corporation Ltd worth $3K as of Q2 2026.
  • Strategic Wealth Advisors left its Carnival Corporation Ltd share count unchanged in Q2 2026.
  • Carnival Corporation Ltd made up ﹤0.01% of Strategic Wealth Advisors's portfolio in Q2 2026, its #227 holding.
  • Strategic Wealth Advisors first reported a position in Carnival Corporation Ltd in Q4 2025 and has held it in 3 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.