EP Wealth Advisors, LLC

Position in CCL — Carnival Corp Ltd.

CIK 1540569 TORRANCE, CA

Position in CCL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$578,828

+$61,436 QoQ

Shares Held

20,260

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#482

of 1,014 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Consumer Cyclical · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $15,156,321 across 6 Travel Services names. CCL ranks #5 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BKNG	Booking Holdings Inc.	40,851	$7,281,282
2	ABNB	Airbnb, Inc.	27,269	$3,902,193
3	EXPE	Expedia Group, Inc.	7,627	$1,951,596
4	RCL	Royal Caribbean Cruises Ltd	3,090	$981,167
5	CCL	Carnival Corp Ltd. This page	20,260	$578,828
6	TNL	Travel & Leisure Co.	6,035	$461,255

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$578,828	20,260	+1.3%	Shares	Sole	2026-08-12
2026-03-31	$517,392	19,992	+13.3%	Shares	Sole	2026-05-14
2025-12-31	$538,695	17,639	+22.8%	Shares	Sole	2026-02-18
2025-06-30	$403,775	14,359	+8.4%	Shares	Sole	2025-08-14
2025-03-31	$258,752	13,249	+6.8%	Shares	Sole	2025-05-15
2024-12-31	$309,132	12,405	-47.4%	Shares	Sole	2025-02-14
2024-09-30	$435,666	23,575	+42.0%	Shares	Sole	2024-11-15
2024-06-30	$310,808	16,603	+14.5%	Shares	Sole	2024-08-19
2024-03-31	$236,880	14,497	-4.4%	Shares	Sole	2024-05-14
2023-12-31	$281,288	15,172	+4.1%	Shares	Sole	2024-02-28
2023-09-30	$199,996	14,577	-18.4%	Shares	Sole	2023-11-24
2023-06-30	$336,303	17,860	+10.4%	Shares	Sole	2023-08-14
2022-09-30	$113,717	16,176	-0.4%	Shares	Sole	2022-12-02
2022-06-30	$140,424	16,234	-19.9%	Shares	Sole	2022-08-11
2022-03-31	$409,738	20,264	—	Shares	Sole	2022-05-20
No filing history on record for this holder in this stock.