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Capital Advisors Inc’s Royal Caribbean RCL Stock Holding History

Capital Advisors Inc’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 		$307K Sell
967
-141
-13% -$39.4K ﹤0.01% 302
2026
Q1 		$305K Buy
1,108
+1
+0.1% +$298 ﹤0.01% 295
2025
Q4 		$309K Hold
1,107
– – 0.01% 265
2025
Q3 		$358K Buy
1,107
+5
+0.5% +$1.67K 0.01% 236
2025
Q2 		$345K Sell
1,102
-38
-3% -$9.05K 0.01% 240
2025
Q1 		$234K Buy
1,140
+200
+21% +$47.2K ﹤0.01% 285
2024
Q4 		$217K Buy
+940
New +$208K ﹤0.01% 291

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

Capital Advisors Inc's RCL Position: Q2 2026 in Review

Capital Advisors Inc reduced its Royal Caribbean (RCL) stake by 13% in Q2 2026, selling an estimated $39.4K and leaving 967 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Capital Advisors Inc first reported a position in RCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $358K in Q3 2025. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Capital Advisors Inc held 967 shares of Royal Caribbean worth $307K as of Q2 2026.
  • Capital Advisors Inc sold 141 Royal Caribbean shares in Q2 2026, an estimated $39.4K.
  • Royal Caribbean made up ﹤0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #302 holding.
  • Capital Advisors Inc first reported a position in Royal Caribbean in Q4 2024 and has held it in 7 quarters since.
  • Capital Advisors Inc's Royal Caribbean position peaked at $358K in Q3 2025.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.