Mowery & Schoenfeld Wealth Management, LLC
Position in CCL — Carnival Corp Ltd.
CIK 2019946
LINCOLNSHIRE, IL
Position in CCL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,628
+$436 QoQ
Shares Held
162
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#910
of 1,013 holders
Holding Since
Dec 2023
11 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $69,273 across 5 Travel Services names. CCL ranks #4 (6.7% of the industry book) .
All Filings in CCL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,628 | 162 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,192 | 162 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,947 | 162 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,683 | 162 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,555 | 162 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,163 | 162 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,610 | 185 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $22,434 | 1,214 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $22,726 | 1,214 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $19,836 | 1,214 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $22,507 | 1,214 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||