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

Whalen 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
2026
Q3 		$270K Buy
+11,000
New +$282K 0.12% 174
2025
Q3 		– Sell
-7,689
Closed -$216K – 189
2025
Q2 		$216K Buy
+7,689
New +$165K 0.14% 189
2025
Q1 		– Sell
-22,216
Closed -$554K – 126
2024
Q4 		$554K Sell
22,216
-947
-4% -$22.2K 0.38% 53
2024
Q3 		$428K Buy
23,163
+11,143
+93% +$189K 0.3% 77
2024
Q2 		$225K Buy
12,020
+820
+7% +$12.7K 0.18% 97
2024
Q1 		$183K Buy
+11,200
New +$182K 0.14% 112

Other funds holding CCL

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Whalen Wealth Management's CCL Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in Carnival Corporation Ltd (CCL) in Q3 2026: 11,000 shares worth $270K. The stake represents 0.12% of the portfolio and ranks #174 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in CCL as recently as Q2 2025.

Whalen Wealth Management first reported a position in CCL in Q1 2024 and has held it in 6 quarters since. The position peaked at $554K in Q4 2024. 43 funds tracked by Wall St. Rank hold CCL as of Q3 2026.

  • Whalen Wealth Management held 11,000 shares of Carnival Corporation Ltd worth $270K as of Q3 2026.
  • Carnival Corporation Ltd was a new Whalen Wealth Management position in Q3 2026.
  • Carnival Corporation Ltd made up 0.12% of Whalen Wealth Management's portfolio in Q3 2026, its #174 holding.
  • Whalen Wealth Management first reported a position in Carnival Corporation Ltd in Q1 2024 and has held it in 6 quarters since.
  • Whalen Wealth Management's Carnival Corporation Ltd position peaked at $554K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.