BFS
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Burkett Financial Services’s Royal Caribbean RCL Stock Holding History

Burkett Financial Services’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
Q3 		$63K Buy
+237
New +$67.3K 0.02% 123

Other funds holding RCL

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Burkett Financial Services's RCL Position: Q3 2026 in Review

Burkett Financial Services opened a new position in Royal Caribbean (RCL) in Q3 2026: 237 shares worth $63K. The stake represents 0.02% of the portfolio and ranks #123 among its holdings.

7 funds tracked by Wall St. Rank hold RCL as of Q3 2026.

  • Burkett Financial Services held 237 shares of Royal Caribbean worth $63K as of Q3 2026.
  • Royal Caribbean was a new Burkett Financial Services position in Q3 2026.
  • Royal Caribbean made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #123 holding.
  • 7 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.