Wright Investors Service’s Carnival Corporation Ltd CCL Stock Holding History

Wright Investors Service’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	–	Sell	-16,163	Closed	-$418K	–	151
2026 Q1	$418K	Buy	+16,163	New	+$471K	0.13%	131
2021 Q3	–	Sell	-71,272	Closed	-$1.88M	–	147
2021 Q2	$1.88M	Buy	71,272 +40,911	+135%	+$1.15M	0.51%	70
2021 Q1	$805K	Buy	+30,361	New	+$716K	0.24%	109
2019 Q2	–	Sell	-5,194	Closed	-$264K	–	155
2019 Q1	$264K	Buy	+5,194	New	+$288K	0.11%	136
2018 Q3	–	Sell	-14,483	Closed	-$830K	–	148
2018 Q2	$830K	Sell	14,483 -78	-0.5%	-$4.95K	0.33%	81
2018 Q1	$955K	Buy	14,561 +66	+0.5%	+$4.49K	0.33%	86
2017 Q4	$962K	Buy	14,495 +10,880	+301%	+$721K	0.32%	78
2017 Q3	$234K	Hold	3,615	–	–	0.09%	199
2017 Q2	$237K	Buy	+3,615	New	+$225K	0.09%	207
2016 Q3	–	Sell	-18,145	Closed	-$802K	–	205
2016 Q2	$802K	Sell	18,145 -3,735	-17%	-$183K	0.33%	104
2016 Q1	$1.16M	Buy	21,880 +1,755	+9%	+$84.9K	0.46%	76
2015 Q4	$1.1M	Sell	20,125 -765	-4%	-$39.6K	0.4%	84
2015 Q3	$1.04M	Buy	+20,890	New	+$1.06M	0.47%	69

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

Wright Investors Service's CCL Position: Q2 2026 in Review

Wright Investors Service sold out of Carnival Corporation Ltd (CCL) in Q2 2026, closing a stake of 16,163 shares — an estimated $418K sold.

Wright Investors Service first reported a position in CCL in Q3 2015 and held it in 13 quarters. The position peaked at $1.88M in Q2 2021. 1,036 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

Wright Investors Service reported no remaining Carnival Corporation Ltd position as of Q2 2026 after selling out during the quarter.
Wright Investors Service sold 16,163 Carnival Corporation Ltd shares in Q2 2026, an estimated $418K.
Wright Investors Service first reported a position in Carnival Corporation Ltd in Q3 2015 and held it in 13 quarters.
Wright Investors Service's Carnival Corporation Ltd position peaked at $1.88M in Q2 2021.
1,036 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on Wright Investors Service's 13F filing for Q2 2026, filed 5 Aug 2026.