Winch Advisory Services’s Carnival Corporation Ltd CCL Stock Holding History

Winch Advisory Services’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	$4.39K	Buy	154 +1	+0.7%	+$27	﹤0.01%	408
2026 Q1	$3.95K	Buy	153 +1	+0.7%	+$29	﹤0.01%	385
2025 Q4	$4.64K	Hold	152	–	–	﹤0.01%	368
2025 Q3	$4.39K	Hold	152	–	–	﹤0.01%	368
2025 Q2	$4.27K	Hold	152	–	–	﹤0.01%	354
2025 Q1	$2.97K	Hold	152	–	–	﹤0.01%	382
2024 Q4	$3.79K	Sell	152 -500	-77%	-$11.7K	﹤0.01%	393
2024 Q3	$12K	Hold	652	–	–	﹤0.01%	250
2024 Q2	$12.2K	Hold	652	–	–	﹤0.01%	243
2024 Q1	$10.7K	Hold	652	–	–	﹤0.01%	255
2023 Q4	$12.1K	Hold	652	–	–	﹤0.01%	245
2023 Q3	$9K	Hold	652	–	–	﹤0.01%	256
2023 Q2	$12K	Hold	652	–	–	﹤0.01%	234
2023 Q1	$7K	Hold	652	–	–	﹤0.01%	276
2022 Q4	$5K	Sell	652 -152	-19%	-$1.31K	﹤0.01%	283
2022 Q3	$6K	Hold	804	–	–	﹤0.01%	250
2022 Q2	$7K	Buy	804 +499	+164%	+$7.32K	﹤0.01%	255
2022 Q1	$6K	Hold	305	–	–	﹤0.01%	295
2021 Q4	$6K	Hold	305	–	–	﹤0.01%	310
2021 Q3	$8K	Sell	305 -346	-53%	-$8.05K	﹤0.01%	284
2021 Q2	$17K	Hold	651	–	–	0.01%	220
2021 Q1	$17K	Sell	651 -285	-30%	-$6.72K	0.01%	198
2020 Q4	$20K	Buy	936 +346	+59%	+$6.15K	0.01%	161
2020 Q3	$9K	Buy	590 +305	+107%	+$4.71K	﹤0.01%	216
2020 Q2	$5K	Sell	285 -25	-8%	-$375	﹤0.01%	256
2020 Q1	$4K	Buy	310 +285	+1,140%	+$10.1K	﹤0.01%	236
2019 Q4	$1K	Buy	+25	New	+$1.12K	﹤0.01%	333
2019 Q3	–	Sell	-25	Closed	-$1K	–	363
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	400
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	345
2018 Q4	$1K	Hold	25	–	–	﹤0.01%	314
2018 Q3	$2K	Buy	+25	New	+$1.52K	﹤0.01%	274

Other funds holding CCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Winch Advisory Services's CCL Position: Q2 2026 in Review

Winch Advisory Services increased its Carnival Corporation Ltd (CCL) stake by 0.65% in Q2 2026, buying an estimated $27 and bringing the position to 154 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Winch Advisory Services first reported a position in CCL in Q3 2018 and has held it in 31 quarters since. The position peaked at $20K in Q4 2020. 1,036 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

Winch Advisory Services held 154 shares of Carnival Corporation Ltd worth $4.39K as of Q2 2026.
Winch Advisory Services bought 1 Carnival Corporation Ltd share in Q2 2026, an estimated $27.
Carnival Corporation Ltd made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #408 holding.
Winch Advisory Services first reported a position in Carnival Corporation Ltd in Q3 2018 and has held it in 31 quarters since.
Winch Advisory Services's Carnival Corporation Ltd position peaked at $20K in Q4 2020.
1,036 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.