VWA
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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
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 $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return