UFPG
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United Financial Planning Group’s Carnival Corporation Ltd CCL Stock Holding History

United Financial Planning Group’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 		$2.86K Buy
+100
New +$2.73K ﹤0.01% 432
2026
Q1 		– Sell
-100
Closed -$3.05K – 492
2025
Q4 		$3.05K Hold
100
– – ﹤0.01% 308
2025
Q3 		$2.89K Buy
+100
New +$3.02K ﹤0.01% 188

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

United Financial Planning Group's CCL Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Carnival Corporation Ltd (CCL) in Q2 2026: 100 shares worth $2.86K. The stake represents ﹤0.01% of the portfolio and ranks #432 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in CCL as recently as Q4 2025.

United Financial Planning Group first reported a position in CCL in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.05K in Q4 2025. 1,033 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • United Financial Planning Group held 100 shares of Carnival Corporation Ltd worth $2.86K as of Q2 2026.
  • Carnival Corporation Ltd was a new United Financial Planning Group position in Q2 2026.
  • Carnival Corporation Ltd made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #432 holding.
  • United Financial Planning Group first reported a position in Carnival Corporation Ltd in Q3 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Carnival Corporation Ltd position peaked at $3.05K in Q4 2025.
  • 1,033 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.