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United Capital Financial Advisors’s Carnival Corporation Ltd CCL Stock Holding History

United Capital Financial Advisors’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 		$951K Buy
36,731
+5,230
+17% +$153K 0.01% 777
2025
Q4 		$962K Buy
31,501
+277
+0.9% +$7.72K 0.01% 744
2025
Q3 		$903K Buy
31,224
+627
+2% +$18.9K 0.01% 674
2025
Q2 		$860K Buy
30,597
+2,194
+8% +$47K 0.01% 635
2025
Q1 		$555K Buy
28,403
+2,739
+11% +$65.1K ﹤0.01% 716
2024
Q4 		$640K Buy
25,664
+1,642
+7% +$38.4K 0.01% 672
2024
Q3 		$444K Buy
24,022
+2,033
+9% +$34.4K ﹤0.01% 752
2024
Q2 		$412K Buy
21,989
+2,267
+11% +$35K ﹤0.01% 757
2024
Q1 		$322K Buy
19,722
+376
+2% +$6.12K ﹤0.01% 856
2023
Q4 		$359K Buy
+19,346
New +$281K ﹤0.01% 812
2022
Q4 		– Sell
-21,699
Closed -$153K – 1051
2022
Q3 		$153K Buy
21,699
+757
+4% +$7.33K ﹤0.01% 1040
2022
Q2 		$181K Buy
20,942
+4,052
+24% +$59.5K ﹤0.01% 1069
2022
Q1 		$342K Sell
16,890
-1,227
-7% -$24.8K ﹤0.01% 954
2021
Q4 		$365K Sell
18,117
-171
-0.9% -$3.66K ﹤0.01% 957
2021
Q3 		$457K Buy
18,288
+1,608
+10% +$37.4K ﹤0.01% 881
2021
Q2 		$440K Buy
16,680
+434
+3% +$12.2K ﹤0.01% 894
2021
Q1 		$431K Buy
16,246
+2,001
+14% +$47.2K ﹤0.01% 887
2020
Q4 		$309K Buy
14,245
+979
+7% +$17.4K ﹤0.01% 984
2020
Q3 		$201K Buy
13,266
+83
+0.6% +$1.28K ﹤0.01% 1073
2020
Q2 		$216K Buy
13,183
+3,082
+31% +$46.2K ﹤0.01% 1084
2020
Q1 		$133K Buy
10,101
+4,200
+71% +$149K ﹤0.01% 1106
2019
Q4 		$300K Sell
5,901
-8,822
-60% -$394K ﹤0.01% 1134
2019
Q3 		$644K Sell
14,723
-24,634
-63% -$1.14M ﹤0.01% 873
2019
Q2 		$1.83M Sell
39,357
-1,505
-4% -$78.8K 0.01% 645
2019
Q1 		$2.07M Sell
40,862
-1,596
-4% -$88.4K 0.01% 580
2018
Q4 		$2.09M Buy
42,458
+2,208
+5% +$126K 0.02% 547
2018
Q3 		$2.57M Buy
40,250
+5,051
+14% +$306K 0.02% 552
2018
Q2 		$2.02M Buy
35,199
+1,294
+4% +$82.1K 0.02% 589
2018
Q1 		$2.22M Buy
33,905
+7,968
+31% +$542K 0.02% 561
2017
Q4 		$1.72M Buy
25,937
+18,472
+247% +$1.22M 0.01% 631
2017
Q3 		$482K Buy
7,465
+448
+6% +$29.9K ﹤0.01% 968
2017
Q2 		$460K Buy
7,017
+1,907
+37% +$119K ﹤0.01% 942
2017
Q1 		$301K Buy
+5,110
New +$286K ﹤0.01% 1045
2016
Q4 		– Sell
-10,216
Closed -$499K – 1259
2016
Q3 		$499K Sell
10,216
-29,334
-74% -$1.36M ﹤0.01% 970
2016
Q2 		$1.74M Sell
39,550
-23,871
-38% -$1.17M 0.02% 586
2016
Q1 		$3.35M Sell
63,421
-21,795
-26% -$1.05M 0.04% 424
2015
Q4 		$4.64M Buy
85,216
+50,900
+148% +$2.63M 0.05% 346
2015
Q3 		$1.71M Sell
34,316
-116
-0.3% -$5.9K 0.02% 556
2015
Q2 		$1.7M Buy
34,432
+551
+2% +$26K 0.02% 604
2015
Q1 		$1.49M Sell
33,881
-12,524
-27% -$564K 0.02% 631
2014
Q4 		$2.1M Buy
46,405
+1,386
+3% +$56.7K 0.03% 460
2014
Q3 		$1.81M Buy
+45,019
New +$1.7M 0.03% 460

Other funds holding CCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
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 $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

United Capital Financial Advisors's CCL Position: Q1 2026 in Review

United Capital Financial Advisors increased its Carnival Corporation Ltd (CCL) stake by 17% in Q1 2026, buying an estimated $153K and bringing the position to 36,731 shares worth $951K. The position accounts for 0.01% of the portfolio, ranked #777.

United Capital Financial Advisors first reported a position in CCL in Q3 2014 and has held it in 42 quarters since. The position peaked at $4.64M in Q4 2015. 1,042 funds tracked by Wall St. Rank hold CCL as of Q1 2026.

  • United Capital Financial Advisors held 36,731 shares of Carnival Corporation Ltd worth $951K as of Q1 2026.
  • United Capital Financial Advisors bought 5,230 Carnival Corporation Ltd shares in Q1 2026, an estimated $153K.
  • Carnival Corporation Ltd made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #777 holding.
  • United Capital Financial Advisors first reported a position in Carnival Corporation Ltd in Q3 2014 and has held it in 42 quarters since.
  • United Capital Financial Advisors's Carnival Corporation Ltd position peaked at $4.64M in Q4 2015.
  • 1,042 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.