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Caldwell Trust’s Royal Caribbean RCL Stock Holding History

Caldwell Trust’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 		$184K Sell
669
-17
-2% -$5.06K 0.02% 338
2025
Q4 		$191K Sell
686
-557
-45% -$157K 0.02% 331
2025
Q3 		$402K Sell
1,243
-573
-32% -$191K 0.04% 243
2025
Q2 		$569K Buy
1,816
+288
+19% +$68.6K 0.06% 207
2025
Q1 		$314K Buy
1,528
+193
+14% +$45.6K 0.03% 258
2024
Q4 		$308K Buy
1,335
+903
+209% +$200K 0.03% 266
2024
Q3 		$76.6K Buy
432
+132
+44% +$21.4K 0.01% 412
2024
Q2 		$47.8K Hold
300
– – 0.01% 460
2024
Q1 		$41.7K Hold
300
– – ﹤0.01% 475
2023
Q4 		$38.8K Hold
300
– – ﹤0.01% 477
2023
Q3 		$27.6K Hold
300
– – ﹤0.01% 502
2023
Q2 		$31.1K Buy
+300
New +$23.5K ﹤0.01% 503
2020
Q1 		– Sell
-109
Closed -$14.6K – 820
2019
Q4 		$14.6K Buy
+109
New +$12.7K ﹤0.01% 635

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

Caldwell Trust's RCL Position: Q1 2026 in Review

Caldwell Trust reduced its Royal Caribbean (RCL) stake by 2.5% in Q1 2026, selling an estimated $5.06K and leaving 669 shares worth $184K. The position accounts for 0.02% of the portfolio, ranked #338.

Caldwell Trust first reported a position in RCL in Q4 2019 and has held it in 13 quarters since. The position peaked at $569K in Q2 2025. 1,170 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • Caldwell Trust held 669 shares of Royal Caribbean worth $184K as of Q1 2026.
  • Caldwell Trust sold 17 Royal Caribbean shares in Q1 2026, an estimated $5.06K.
  • Royal Caribbean made up 0.02% of Caldwell Trust's portfolio in Q1 2026, its #338 holding.
  • Caldwell Trust first reported a position in Royal Caribbean in Q4 2019 and has held it in 13 quarters since.
  • Caldwell Trust's Royal Caribbean position peaked at $569K in Q2 2025.
  • 1,170 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.