Position in CCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$319,610
+$88,813 QoQ
Shares Held
11,187
+25.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#576
of 1,013 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CCL Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026Modern Wealth Management, LLC holds $1,518,749 across 4 Travel Services names. CCL ranks #3 (21.0% of the industry book) .
All Filings in CCL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,610 | 11,187 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $230,797 | 8,918 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $264,567 | 8,663 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $325,150 | 11,247 | Shares | Other | 2025-11-12 | |
| 2024-12-31 | $222,909 | 8,945 | Shares | Other | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||