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

Western Wealth Management’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
2020
Q4 		– Sell
-16,100
Closed -$111K – 474
2020
Q3 		$111K Hold
16,100
– – 0.02% 428
2020
Q2 		$117K Buy
+16,100
New +$241K 0.02% 407

Other funds holding CCL

BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Western Wealth Management's CCL Position: Q1 2026 in Review

Western Wealth Management sold out of Carnival Corporation Ltd (CCL) in Q1 2026, closing a stake of 7,730 shares — an estimated $236K sold.

Western Wealth Management first reported a position in CCL in Q4 2018 and held it in 20 quarters. The position peaked at $433K in Q1 2022. 1,044 funds tracked by Wall St. Rank hold CCL as of Q1 2026.

  • Western Wealth Management reported no remaining Carnival Corporation Ltd position as of Q1 2026 after selling out during the quarter.
  • Western Wealth Management sold 7,730 Carnival Corporation Ltd shares in Q1 2026, an estimated $236K.
  • Western Wealth Management first reported a position in Carnival Corporation Ltd in Q4 2018 and held it in 20 quarters.
  • Western Wealth Management's Carnival Corporation Ltd position peaked at $433K in Q1 2022.
  • 1,044 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.