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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
Q2 		$4.54M Buy
14,308
+2,553
+22% +$714K 1.43% 17
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 $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
OH
Osiris Holdings Monaco $3.72B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beacon Investment Advisors's RCL Position: Q2 2026 in Review

Beacon Investment Advisors increased its Royal Caribbean (RCL) stake by 22% in Q2 2026, buying an estimated $714K and bringing the position to 14,308 shares worth $4.54M. The position accounts for 1.43% of the portfolio, ranked #17.

Beacon Investment Advisors first reported a position in RCL in Q4 2022 and has held it in 15 quarters since. 1,229 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Beacon Investment Advisors held 14,308 shares of Royal Caribbean worth $4.54M as of Q2 2026.
  • Beacon Investment Advisors bought 2,553 Royal Caribbean shares in Q2 2026, an estimated $714K.
  • Royal Caribbean made up 1.43% of Beacon Investment Advisors's portfolio in Q2 2026, its #17 holding.
  • Beacon Investment Advisors first reported a position in Royal Caribbean in Q4 2022 and has held it in 15 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.