Position in CCL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$35,026
+$3,479 QoQ
Shares Held
1,226
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#752
of 1,014 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CCL Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026Lodestone Wealth Management LLC holds $164,692 across 8 Travel Services names. CCL ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKNG |
Booking Holdings Inc.
|
227 | $40,460 | |
| 2 | CCL |
Carnival Corp Ltd.
This page
|
1,226 | $35,026 | |
| 3 | VIK |
Viking Holdings Ltd
|
328 | $34,331 | |
| 4 | EXPE |
Expedia Group, Inc.
|
101 | $25,843 | |
| 5 | RCL |
Royal Caribbean Cruises Ltd
|
44 | $13,971 | |
| 6 | ABNB |
Airbnb, Inc.
|
92 | $13,165 | |
| 7 | NCLH |
Norwegian Cruise Line Holdings Ltd.
|
84 | $1,773 | |
| 8 | TRIP |
TripAdvisor, Inc.
|
9 | $123 |
All Filings in CCL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,026 | 1,226 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $31,547 | 1,219 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $37,045 | 1,213 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||