Position in CCL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$138,335
+$28,320 QoQ
Shares Held
4,842
+13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#699
of 1,012 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CCL Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $1,167,355 across 10 Travel Services names. CCL ranks #4 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABNB |
Airbnb, Inc.
|
2,718 | $388,945 | |
| 2 | EXPE |
Expedia Group, Inc.
|
1,022 | $261,509 | |
| 3 | VIK |
Viking Holdings Ltd
|
1,890 | $197,826 | |
| 4 | CCL |
Carnival Corp Ltd.
This page
|
4,842 | $138,335 | |
| 5 | TNL |
Travel & Leisure Co.
|
1,545 | $118,084 | |
| 6 | BKNG |
Booking Holdings Inc.
|
174 | $31,013 | |
| 7 | RCL |
Royal Caribbean Cruises Ltd
|
53 | $16,829 | |
| 8 | TRIP |
TripAdvisor, Inc.
|
488 | $6,690 |
All Filings in CCL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,335 | 4,842 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $110,015 | 4,251 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $44,344 | 1,452 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $58,687 | 2,030 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $19,459 | 692 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $19,686 | 1,008 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $80,167 | 3,217 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,504 | 839 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,733 | 146 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,238 | 137 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,261 | 122 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,673 | 122 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,297 | 122 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $21,457 | 2,114 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $17,038 | 2,114 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||