Total Wealth Planning & Management’s Carnival Corporation Ltd CCL Stock Holding History

Total Wealth Planning & 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 Q2	$897K	Buy	+2,200	New	+$47.1K	0.73%	35

Other funds holding CCL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Total Wealth Planning & Management's CCL Position: Q2 2025 in Review

Total Wealth Planning & Management opened a new position in Carnival Corporation Ltd (CCL) in Q2 2025: 2,200 shares worth $897K. The stake represents 0.73% of the portfolio and ranks #35 among its holdings.

1,000 funds tracked by Wall St. Rank hold CCL as of Q2 2025.

Total Wealth Planning & Management held 2,200 shares of Carnival Corporation Ltd worth $897K as of Q2 2025.
Carnival Corporation Ltd was a new Total Wealth Planning & Management position in Q2 2025.
Carnival Corporation Ltd made up 0.73% of Total Wealth Planning & Management's portfolio in Q2 2025, its #35 holding.
1,000 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.