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Triad Wealth Partners’s Carnival Corporation Ltd CCL Stock Holding History

Triad Wealth Partners’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 		$216K Buy
+7,522
New +$205K 0.01% 529
2026
Q1 		– Sell
-17,464
Closed -$533K – 482
2025
Q4 		$533K Buy
17,464
+358
+2% +$9.98K 0.05% 251
2025
Q3 		$495K Buy
+17,106
New +$517K 0.06% 208
2024
Q3 		– Sell
-333
Closed -$6.23K – 189
2024
Q2 		$6.23K Buy
+333
New +$5.15K ﹤0.01% 521

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

Triad Wealth Partners's CCL Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Carnival Corporation Ltd (CCL) in Q2 2026: 7,522 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #529 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in CCL as recently as Q4 2025.

Triad Wealth Partners first reported a position in CCL in Q2 2024 and has held it in 4 quarters since. The position peaked at $533K in Q4 2025. 1,037 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Triad Wealth Partners held 7,522 shares of Carnival Corporation Ltd worth $216K as of Q2 2026.
  • Carnival Corporation Ltd was a new Triad Wealth Partners position in Q2 2026.
  • Carnival Corporation Ltd made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #529 holding.
  • Triad Wealth Partners first reported a position in Carnival Corporation Ltd in Q2 2024 and has held it in 4 quarters since.
  • Triad Wealth Partners's Carnival Corporation Ltd position peaked at $533K in Q4 2025.
  • 1,037 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.