PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in CCL — Carnival Corp Ltd.
CIK 2145782
WALTHAM, MA
Position in CCL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,656
+$4,033 QoQ
Shares Held
268
+91.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#869
of 1,014 holders
Holding Since
Mar 2024
9 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $14,429 across 2 Travel Services names. CCL ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CCL |
Carnival Corp Ltd.
This page
|
268 | $7,656 | |
| 2 | BKNG |
Booking Holdings Inc.
|
38 | $6,773 |
All Filings in CCL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,656 | 268 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,623 | 140 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $8,551 | 280 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $8,094 | 280 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $7,873 | 280 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $5,468 | 280 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $6,977 | 280 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $7,787 | 416 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $6,797 | 416 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||