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Wilkerson Advisory Group’s Carnival Corporation Ltd CCL Stock Holding History

Wilkerson Advisory Group’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
Q2 		$3.23K Sell
113
-34
-23% -$929 ﹤0.01% 524
2026
Q1 		$3.8K Buy
147
+138
+1,533% +$4.02K ﹤0.01% 501
2025
Q4 		$275 Buy
+9
New +$251 ﹤0.01% 562

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 $3.37T AUM 44.26% 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

Wilkerson Advisory Group's CCL Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Carnival Corporation Ltd (CCL) stake by 23% in Q2 2026, selling an estimated $929 and leaving 113 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Wilkerson Advisory Group first reported a position in CCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.8K in Q1 2026. 1,030 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Wilkerson Advisory Group held 113 shares of Carnival Corporation Ltd worth $3.23K as of Q2 2026.
  • Wilkerson Advisory Group sold 34 Carnival Corporation Ltd shares in Q2 2026, an estimated $929.
  • Carnival Corporation Ltd made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #524 holding.
  • Wilkerson Advisory Group first reported a position in Carnival Corporation Ltd in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Carnival Corporation Ltd position peaked at $3.8K in Q1 2026.
  • 1,030 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.