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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 $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 $3.38T AUM 44.17% 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

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

Western Wealth Management opened a new position in Carnival Corporation Ltd (CCL) in Q2 2026: 7,497 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #949 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in CCL as recently as Q4 2025.

Western Wealth Management first reported a position in CCL in Q4 2018 and has held it in 21 quarters since. The position peaked at $433K in Q1 2022. 1,039 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Western Wealth Management held 7,497 shares of Carnival Corporation Ltd worth $214K as of Q2 2026.
  • Carnival Corporation Ltd was a new Western Wealth Management position in Q2 2026.
  • Carnival Corporation Ltd made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #949 holding.
  • Western Wealth Management first reported a position in Carnival Corporation Ltd in Q4 2018 and has held it in 21 quarters since.
  • Western Wealth Management's Carnival Corporation Ltd position peaked at $433K in Q1 2022.
  • 1,039 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.