Position in CCL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$315,612
-$47,717 QoQ
Shares Held
11,047
-21.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#579
of 1,013 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in CCL Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $561,226 across 2 Travel Services names. CCL ranks #1 (56.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CCL |
Carnival Corp Ltd.
This page
|
11,047 | $315,612 | |
| 2 | BKNG |
Booking Holdings Inc.
|
1,378 | $245,614 |
All Filings in CCL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,612 | 11,047 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $363,329 | 14,039 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $428,079 | 14,017 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $405,809 | 14,037 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $402,594 | 14,317 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $277,658 | 14,217 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $371,731 | 14,917 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $266,888 | 14,442 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $268,482 | 14,342 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $198,400 | 12,142 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $221,311 | 11,937 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $163,775 | 11,937 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $224,773 | 11,937 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $144,505 | 14,237 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $96,212 | 11,937 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||