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True Wealth Design’s Carnival Corporation Ltd CCL Stock Holding History

True Wealth Design’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 		$138K Buy
4,842
+591
+14% +$16.1K 0.03% 176
2026
Q1 		$110K Buy
4,251
+2,799
+193% +$81.6K 0.03% 188
2025
Q4 		$44.3K Sell
1,452
-578
-28% -$16.1K 0.01% 366
2025
Q3 		$58.7K Buy
2,030
+1,338
+193% +$40.4K 0.02% 282
2025
Q2 		$19.5K Sell
692
-316
-31% -$6.76K 0.01% 390
2025
Q1 		$19.7K Sell
1,008
-2,209
-69% -$52.5K 0.01% 349
2024
Q4 		$80.2K Buy
3,217
+2,378
+283% +$55.7K 0.03% 89
2024
Q3 		$15.5K Buy
839
+693
+475% +$11.7K 0.01% 360
2024
Q2 		$2.73K Buy
146
+9
+7% +$139 ﹤0.01% 331
2024
Q1 		$2.24K Buy
137
+15
+12% +$244 ﹤0.01% 335
2023
Q4 		$2.26K Hold
122
– – ﹤0.01% 302
2023
Q3 		$1.67K Hold
122
– – ﹤0.01% 280
2023
Q2 		$2.3K Sell
122
-1,992
-94% -$23.3K ﹤0.01% 266
2023
Q1 		$21.5K Hold
2,114
– – 0.01% 198
2022
Q4 		$17K Buy
+2,114
New +$18.2K 0.01% 194

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

True Wealth Design's CCL Position: Q2 2026 in Review

True Wealth Design increased its Carnival Corporation Ltd (CCL) stake by 14% in Q2 2026, buying an estimated $16.1K and bringing the position to 4,842 shares worth $138K. The position accounts for 0.03% of the portfolio, ranked #176.

True Wealth Design first reported a position in CCL in Q4 2022 and has held it in 15 quarters since. 1,033 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • True Wealth Design held 4,842 shares of Carnival Corporation Ltd worth $138K as of Q2 2026.
  • True Wealth Design bought 591 Carnival Corporation Ltd shares in Q2 2026, an estimated $16.1K.
  • Carnival Corporation Ltd made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #176 holding.
  • True Wealth Design first reported a position in Carnival Corporation Ltd in Q4 2022 and has held it in 15 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.