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Beacon Investment Advisors’s Royal Caribbean RCL Stock Holding History

Beacon Investment Advisors’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.23M Buy
11,755
+1
+0% +$298 1.22% 22
2025
Q4 		$3.28M Buy
11,754
+43
+0.4% +$12.1K 1.32% 17
2025
Q3 		$3.79M Buy
11,711
+9
+0.1% +$3.01K 1.55% 16
2025
Q2 		$3.62M Buy
11,702
+17
+0.1% +$4.05K 1.56% 15
2025
Q1 		$2.4M Buy
11,685
+10
+0.1% +$2.36K 1.13% 24
2024
Q4 		$2.69M Buy
11,675
+8
+0.1% +$1.77K 1.27% 23
2024
Q3 		$2.07M Hold
11,667
– – 0.98% 27
2024
Q2 		$1.86M Sell
11,667
-100
-0.8% -$14.4K 0.95% 26
2024
Q1 		$1.64M Sell
11,767
-277
-2% -$34.6K 0.93% 34
2023
Q4 		$1.56M Hold
12,044
– – 1% 32
2023
Q3 		$1.11M Sell
12,044
-158
-1% -$15.8K 0.79% 42
2023
Q2 		$1.27M Sell
12,202
-15
-0.1% -$1.18K 0.86% 39
2023
Q1 		$798K Hold
12,217
– – 0.58% 55
2022
Q4 		$604K Buy
+12,217
New +$640K 0.5% 62

Other funds holding RCL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Investment Advisors's RCL Position: Q1 2026 in Review

Beacon Investment Advisors increased its Royal Caribbean (RCL) stake by 0.01% in Q1 2026, buying an estimated $298 and bringing the position to 11,755 shares worth $3.23M. The position accounts for 1.22% of the portfolio, ranked #22.

Beacon Investment Advisors first reported a position in RCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.79M in Q3 2025. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • Beacon Investment Advisors held 11,755 shares of Royal Caribbean worth $3.23M as of Q1 2026.
  • Beacon Investment Advisors bought 1 Royal Caribbean share in Q1 2026, an estimated $298.
  • Royal Caribbean made up 1.22% of Beacon Investment Advisors's portfolio in Q1 2026, its #22 holding.
  • Beacon Investment Advisors first reported a position in Royal Caribbean in Q4 2022 and has held it in 14 quarters since.
  • Beacon Investment Advisors's Royal Caribbean position peaked at $3.79M in Q3 2025.
  • 1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.