Tortoise Investment Management’s Carnival Corporation Ltd CCL Stock Holding History

Tortoise Investment Management’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
2025 Q4	–	Sell	-175	Closed	-$5.06K	–	427
2025 Q3	$5.06K	Buy	175 +16	+10%	+$483	﹤0.01%	695
2025 Q2	$4.47K	Buy	159 +59	+59%	+$1.26K	﹤0.01%	671
2025 Q1	$1.95K	Hold	100	–	–	﹤0.01%	713
2024 Q4	$2.49K	Hold	100	–	–	﹤0.01%	747
2024 Q3	$1.85K	Sell	100 -100	-50%	-$1.69K	﹤0.01%	774
2024 Q2	$3.74K	Hold	200	–	–	﹤0.01%	710
2024 Q1	$3.27K	Buy	200 +100	+100%	+$1.63K	﹤0.01%	709
2023 Q4	$1.85K	Hold	100	–	–	﹤0.01%	711
2023 Q3	$1.37K	Hold	100	–	–	﹤0.01%	728
2023 Q2	$1.88K	Hold	100	–	–	﹤0.01%	698
2023 Q1	$1.01K	Hold	100	–	–	﹤0.01%	727
2022 Q4	$806	Hold	100	–	–	﹤0.01%	731
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	720
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	704
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	632
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	608
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	561
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	550
2021 Q1	$3K	Hold	100	–	–	﹤0.01%	528
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	507
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	481
2020 Q2	$2K	Sell	100 -115	-53%	-$1.72K	﹤0.01%	456
2020 Q1	$3K	Sell	215 -115	-35%	-$4.09K	﹤0.01%	456
2019 Q4	$17K	Hold	330	–	–	﹤0.01%	341
2019 Q3	$14K	Hold	330	–	–	﹤0.01%	359
2019 Q2	$15K	Hold	330	–	–	﹤0.01%	374
2019 Q1	$17K	Hold	330	–	–	﹤0.01%	348
2018 Q4	$16K	Hold	330	–	–	﹤0.01%	334
2018 Q3	$21K	Hold	330	–	–	0.01%	315
2018 Q2	$19K	Hold	330	–	–	0.01%	342
2018 Q1	$22K	Hold	330	–	–	0.01%	316
2017 Q4	$22K	Sell	330 -83	-20%	-$5.5K	0.01%	311
2017 Q3	$27K	Hold	413	–	–	0.01%	279
2017 Q2	$27K	Hold	413	–	–	0.01%	265
2017 Q1	$24K	Hold	413	–	–	0.01%	258
2016 Q4	$22K	Buy	413 +83	+25%	+$4.16K	0.01%	261
2016 Q3	$16K	Hold	330	–	–	0.01%	266
2016 Q2	$15K	Hold	330	–	–	0.01%	273
2016 Q1	$17K	Hold	330	–	–	0.01%	251
2015 Q4	$18K	Hold	330	–	–	0.01%	269
2015 Q3	$16K	Hold	330	–	–	0.01%	268
2015 Q2	$16K	Hold	330	–	–	0.01%	284
2015 Q1	$16K	Buy	330 +230	+230%	+$10.4K	0.01%	270
2014 Q4	$5K	Hold	100	–	–	﹤0.01%	362
2014 Q3	$4K	Hold	100	–	–	﹤0.01%	341
2014 Q2	$4K	Hold	100	–	–	﹤0.01%	361
2014 Q1	$4K	Hold	100	–	–	﹤0.01%	305
2013 Q4	$4K	Hold	100	–	–	﹤0.01%	283
2013 Q3	$3K	Hold	100	–	–	﹤0.01%	288
2013 Q2	$3K	Buy	+100	New	+$3.39K	﹤0.01%	311

Other funds holding CCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tortoise Investment Management's CCL Position: Q4 2025 in Review

Tortoise Investment Management sold out of Carnival Corporation Ltd (CCL) in Q4 2025, closing a stake of 175 shares — an estimated $5.06K sold.

Tortoise Investment Management first reported a position in CCL in Q2 2013 and held it in 50 quarters. The position peaked at $27K in Q3 2017. 1,097 funds tracked by Wall St. Rank hold CCL as of Q4 2025.

Tortoise Investment Management reported no remaining Carnival Corporation Ltd position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 175 Carnival Corporation Ltd shares in Q4 2025, an estimated $5.06K.
Tortoise Investment Management first reported a position in Carnival Corporation Ltd in Q2 2013 and held it in 50 quarters.
Tortoise Investment Management's Carnival Corporation Ltd position peaked at $27K in Q3 2017.
1,097 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.