Center for Financial Planning, Inc.

Position in CCL — Carnival Corp Ltd.

CIK 1803557 SOUTHFIED, MI

Position in CCL

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$54,597

+$5,141 QoQ

Shares Held

1,911

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#733

of 1,014 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Center for Financial Planning, Inc. holds $72,411 across 4 Travel Services names. CCL ranks #1 (75.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CCL	Carnival Corp Ltd. This page	1,911	$54,597
2	EXPE	Expedia Group, Inc.	39	$9,979
3	ABNB	Airbnb, Inc.	40	$5,724
4	NCLH	Norwegian Cruise Line Holdings Ltd.	100	$2,111

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$54,597	1,911	0.0%	Shares	Sole	2026-07-21
2026-03-31	$49,456	1,911	+111.4%	Shares	Sole	2026-05-04
2025-12-31	$27,608	904	0.0%	Shares	Sole	2026-02-05
2025-09-30	$26,134	904	0.0%	Shares	Sole	2025-11-06
2025-06-30	$25,420	904	0.0%	Shares	Sole	2025-08-04
2025-03-31	$17,655	904	0.0%	Shares	Sole	2025-04-22
2024-12-31	$22,527	904	+123.8%	Shares	Sole	2025-01-30
2024-09-30	$7,465	404	+32.9%	Shares	Sole	2024-10-16
2024-06-30	$5,690	304	0.0%	Shares	Sole	2024-07-18
2024-03-31	$4,967	304	0.0%	Shares	Sole	2024-04-25
2023-12-31	$5,636	304	0.0%	Shares	Sole	2024-01-29
2023-09-30	$4,170	304	-50.1%	Shares	Sole	2023-10-24
2023-06-30	$11,467	609	0.0%	Shares	Sole	2023-08-09
2023-03-31	$6,181	609	0.0%	Shares	Sole	2023-05-02
2022-12-31	$4,908	609	0.0%	Shares	Sole	2023-01-27
2022-09-30	$4,281	609	0.0%	Shares	Sole	2022-10-14
2022-06-30	$5,267	609	0.0%	Shares	Sole	2022-08-12
2022-03-31	$12,313	609	0.0%	Shares	Sole	2022-05-03
2021-12-31	$12,253	609	0.0%	Shares	Sole	2022-02-08
2021-09-30	$15,231	609	-14.1%	Shares	Sole	2021-11-17
2021-06-30	$18,689	709	0.0%	Shares	Sole	2021-07-29
2021-03-31	$18,816	709	+609.0%	Shares	Sole	2021-05-10
2020-06-30	$1,642	100	0.0%	Shares	Sole	2020-08-06
2020-03-31	$1,317	100	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.