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Wealth Management Partners’s Carnival Corporation Ltd CCL Stock Holding History

Wealth Management Partners’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
2021
Q4 		– Sell
-18,000
Closed -$86K – 111
2021
Q3 		$86K Buy
+18,000
New +$419K 0.06% 112
2021
Q1 		– Sell
-800
Closed -$3K – 122
2020
Q4 		$3K Buy
+800
New +$14.2K ﹤0.01% 123

Other funds holding CCL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Management Partners's CCL Position: Q2 2026 in Review

Wealth Management Partners reduced its Carnival Corporation Ltd (CCL) stake by 6.2% in Q2 2026, selling an estimated $21.8K and leaving 12,016 shares worth $343K. The position accounts for 0.08% of the portfolio, ranked #130.

Wealth Management Partners first reported a position in CCL in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.06M in Q1 2024. 366 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Wealth Management Partners held 12,016 shares of Carnival Corporation Ltd worth $343K as of Q2 2026.
  • Wealth Management Partners sold 799 Carnival Corporation Ltd shares in Q2 2026, an estimated $21.8K.
  • Carnival Corporation Ltd made up 0.08% of Wealth Management Partners's portfolio in Q2 2026, its #130 holding.
  • Wealth Management Partners first reported a position in Carnival Corporation Ltd in Q4 2020 and has held it in 15 quarters since.
  • Wealth Management Partners's Carnival Corporation Ltd position peaked at $1.06M in Q1 2024.
  • 366 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.