Vantage Financial Partners (Wisconsin)’s Carnival Corporation Ltd CCL Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025 Q3	–	Sell	-12,036	Closed	-$338K	–	218
2025 Q2	$338K	Buy	+12,036	New	+$258K	0.08%	139
2024 Q3	–	Sell	-16,140	Closed	-$302K	–	194
2024 Q2	$302K	Sell	16,140 -156	-1%	-$2.41K	0.08%	112
2024 Q1	$266K	Buy	16,296 +67	+0.4%	+$1.09K	0.07%	119
2023 Q4	$301K	Buy	+16,229	New	+$236K	0.09%	102

Other funds holding CCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s CCL Position: Q3 2025 in Review

Vantage Financial Partners (Wisconsin) sold out of Carnival Corporation Ltd (CCL) in Q3 2025, closing a stake of 12,036 shares — an estimated $338K sold.

Vantage Financial Partners (Wisconsin) first reported a position in CCL in Q4 2023 and held it in 4 quarters. The position peaked at $338K in Q2 2025. 1,038 funds tracked by Wall St. Rank hold CCL as of Q3 2025.

Vantage Financial Partners (Wisconsin) reported no remaining Carnival Corporation Ltd position as of Q3 2025 after selling out during the quarter.
Vantage Financial Partners (Wisconsin) sold 12,036 Carnival Corporation Ltd shares in Q3 2025, an estimated $338K.
Vantage Financial Partners (Wisconsin) first reported a position in Carnival Corporation Ltd in Q4 2023 and held it in 4 quarters.
Vantage Financial Partners (Wisconsin)'s Carnival Corporation Ltd position peaked at $338K in Q2 2025.
1,038 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q3 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q3 2025, filed 5 Nov 2025.