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Zynergy Retirement Planning’s Carnival Corporation Ltd CCL Stock Holding History

Zynergy Retirement Planning’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
2025
Q2 		– Sell
-415
Closed -$10.3K – 37
2025
Q1 		$10.3K Hold
415
– – 0.01% 86
2024
Q4 		$7.67K Hold
415
– – 0.01% 82
2024
Q3 		$7.67K Hold
415
– – 0.01% 82
2024
Q2 		$7.77K Buy
+415
New +$6.42K 0.01% 92

Other funds holding CCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Zynergy Retirement Planning's CCL Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Carnival Corporation Ltd (CCL) in Q2 2025, closing a stake of 415 shares — an estimated $10.3K sold.

Zynergy Retirement Planning first reported a position in CCL in Q2 2024 and held it in 4 quarters. The position peaked at $10.3K in Q1 2025. 1,000 funds tracked by Wall St. Rank hold CCL as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Carnival Corporation Ltd position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 415 Carnival Corporation Ltd shares in Q2 2025, an estimated $10.3K.
  • Zynergy Retirement Planning first reported a position in Carnival Corporation Ltd in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Carnival Corporation Ltd position peaked at $10.3K in Q1 2025.
  • 1,000 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.