Triumph Capital Management’s Carnival Corporation Ltd CCL Stock Holding History

Triumph Capital 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
2026 Q1	–	Sell	-12,384	Closed	-$378K	–	1850
2025 Q4	$378K	Sell	12,384 -2,135	-15%	-$59.5K	0.08%	213
2025 Q3	$420K	Sell	14,519 -4,290	-23%	-$130K	0.11%	191
2025 Q2	$529K	Buy	+18,809	New	+$403K	0.16%	155
2025 Q1	–	Sell	-15,980	Closed	-$398K	–	280
2024 Q4	$398K	Buy	+15,980	New	+$374K	0.14%	184
2022 Q1	–	Sell	-12,701	Closed	-$256K	–	208
2021 Q4	$256K	Buy	+12,701	New	+$272K	0.11%	167
2021 Q3	–	Sell	-10,326	Closed	-$233K	–	191
2021 Q2	$233K	Buy	+10,326	New	+$289K	0.14%	148

Other funds holding CCL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Geode Capital Management

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

Barrow, Hanley, Mewhinney & Strauss

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

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return