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Valued Wealth Advisors’s Carnival Corporation Ltd CCL Stock Holding History

Valued Wealth 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
Q2 		$19.8K Buy
694
+328
+90% +$8.96K 0.01% 206
2026
Q1 		$9.46K Buy
366
+159
+77% +$4.64K ﹤0.01% 302
2025
Q4 		$6.32K Buy
207
+59
+40% +$1.65K ﹤0.01% 273
2025
Q3 		$4.28K Buy
148
+22
+17% +$664 ﹤0.01% 306
2025
Q2 		$3.54K Sell
126
-76
-38% -$1.63K ﹤0.01% 327
2025
Q1 		$3.95K Hold
202
– – ﹤0.01% 338
2024
Q4 		$5.03K Buy
202
+97
+92% +$2.27K ﹤0.01% 299
2024
Q3 		$1.94K Sell
105
-231
-69% -$3.91K ﹤0.01% 372
2024
Q2 		$6.29K Buy
336
+278
+479% +$4.3K ﹤0.01% 252
2024
Q1 		$948 Buy
+58
New +$943 ﹤0.01% 443

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

Valued Wealth Advisors's CCL Position: Q2 2026 in Review

Valued Wealth Advisors increased its Carnival Corporation Ltd (CCL) stake by 90% in Q2 2026, buying an estimated $8.96K and bringing the position to 694 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #206.

Valued Wealth Advisors first reported a position in CCL in Q1 2024 and has held it in 10 quarters since. 1,033 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Valued Wealth Advisors held 694 shares of Carnival Corporation Ltd worth $19.8K as of Q2 2026.
  • Valued Wealth Advisors bought 328 Carnival Corporation Ltd shares in Q2 2026, an estimated $8.96K.
  • Carnival Corporation Ltd made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #206 holding.
  • Valued Wealth Advisors first reported a position in Carnival Corporation Ltd in Q1 2024 and has held it in 10 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.