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Calamos Wealth Management’s Royal Caribbean RCL Stock Holding History

Calamos Wealth Management’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 		$12.6M Buy
45,807
+1,118
+3% +$333K 0.43% 47
2025
Q4 		$12.5M Sell
44,689
-522
-1% -$147K 0.43% 55
2025
Q3 		$14.6M Buy
45,211
+2,698
+6% +$901K 0.53% 44
2025
Q2 		$13.3M Buy
+42,513
New +$10.1M 0.56% 46
2021
Q2 		– Sell
-16,861
Closed -$1.44M – 316
2021
Q1 		$1.44M Buy
16,861
+204
+1% +$16.2K 0.12% 127
2020
Q4 		$1.24M Buy
16,657
+2,232
+15% +$156K 0.11% 126
2020
Q3 		$934K Buy
+14,425
New +$849K 0.11% 130
2020
Q1 		– Sell
-46,664
Closed -$6.23M – 253
2019
Q4 		$6.23M Buy
46,664
+1,925
+4% +$224K 0.73% 34
2019
Q3 		$4.85M Buy
44,739
+14,430
+48% +$1.59M 0.65% 44
2019
Q2 		$3.67M Buy
30,309
+622
+2% +$75.8K 0.5% 58
2019
Q1 		$3.4M Buy
29,687
+2,369
+9% +$269K 0.49% 60
2018
Q4 		$2.67M Buy
27,318
+23,579
+631% +$2.58M 0.4% 62
2018
Q3 		$486K Sell
3,739
-186
-5% -$21.8K 0.06% 155
2018
Q2 		$407K Sell
3,925
-88
-2% -$9.67K 0.05% 163
2018
Q1 		$473K Sell
4,013
-549
-12% -$69.4K 0.06% 160
2017
Q4 		$544K Buy
+4,562
New +$565K 0.07% 160
2017
Q2 		– Sell
-10,462
Closed -$1.03M – 235
2017
Q1 		$1.03M Buy
+10,462
New +$978K 0.15% 142
2015
Q4 		– Sell
-13,003
Closed -$1.16M – 272
2015
Q3 		$1.16M Sell
13,003
-733
-5% -$64.3K 0.28% 127
2015
Q2 		$1.08M Buy
13,736
+1,632
+13% +$124K 0.26% 136
2015
Q1 		$991K Buy
+12,104
New +$958K 0.25% 137

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

Calamos Wealth Management's RCL Position: Q1 2026 in Review

Calamos Wealth Management increased its Royal Caribbean (RCL) stake by 2.5% in Q1 2026, buying an estimated $333K and bringing the position to 45,807 shares worth $12.6M. The position accounts for 0.43% of the portfolio, ranked #47.

Calamos Wealth Management first reported a position in RCL in Q1 2015 and has held it in 20 quarters since. The position peaked at $14.6M in Q3 2025. 1,170 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • Calamos Wealth Management held 45,807 shares of Royal Caribbean worth $12.6M as of Q1 2026.
  • Calamos Wealth Management bought 1,118 Royal Caribbean shares in Q1 2026, an estimated $333K.
  • Royal Caribbean made up 0.43% of Calamos Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Calamos Wealth Management first reported a position in Royal Caribbean in Q1 2015 and has held it in 20 quarters since.
  • Calamos Wealth Management's Royal Caribbean position peaked at $14.6M in Q3 2025.
  • 1,170 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.