Bellwether Advisors’s Royal Caribbean RCL Stock Holding History

Bellwether 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
2025 Q4	–	Sell	-18,471	Closed	-$5.98M	–	155
2025 Q3	$5.98M	Sell	18,471 -12,368	-40%	-$4.13M	0.99%	17
2025 Q2	$9.66M	Buy	+30,839	New	+$7.34M	1.65%	11
2023 Q2	–	Sell	-2	Closed	-$130	–	350
2023 Q1	$130	Hold	2	–	–	﹤0.01%	439
2022 Q4	$98	Hold	2	–	–	﹤0.01%	425
2022 Q3	$0	Hold	2	–	–	﹤0.01%	509
2022 Q2	$0	Sell	2 -10,379	-100%	-$646K	﹤0.01%	539
2022 Q1	$869K	Buy	+10,381	New	+$817K	0.26%	70
2021 Q3	–	Sell	-9,326	Closed	-$795K	–	607
2021 Q2	$795K	Buy	9,326 +9,322	+233,050%	+$812K	0.27%	70
2021 Q1	$0	Hold	4	–	–	﹤0.01%	413
2020 Q4	$0	Buy	+4	New	+$279	﹤0.01%	332

Other funds holding RCL

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bellwether Advisors's RCL Position: Q4 2025 in Review

Bellwether Advisors sold out of Royal Caribbean (RCL) in Q4 2025, closing a stake of 18,471 shares — an estimated $5.98M sold.

Bellwether Advisors first reported a position in RCL in Q4 2020 and held it in 10 quarters. The position peaked at $9.66M in Q2 2025. 1,192 funds tracked by Wall St. Rank hold RCL as of Q4 2025.

Bellwether Advisors reported no remaining Royal Caribbean position as of Q4 2025 after selling out during the quarter.
Bellwether Advisors sold 18,471 Royal Caribbean shares in Q4 2025, an estimated $5.98M.
Bellwether Advisors first reported a position in Royal Caribbean in Q4 2020 and held it in 10 quarters.
Bellwether Advisors's Royal Caribbean position peaked at $9.66M in Q2 2025.
1,192 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2025.

Based on Bellwether Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.