CAL
RCL icon

Capital Advisors Ltd’s Royal Caribbean RCL Stock Holding History

Capital Advisors Ltd’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 		$103K Sell
325
-17
-5% -$4.75K 0.01% 385
2026
Q1 		$94K Sell
342
-505
-60% -$150K 0.01% 391
2025
Q4 		$236K Sell
847
-175
-17% -$49.4K 0.03% 266
2025
Q3 		$331K Buy
1,022
+697
+214% +$233K 0.04% 221
2025
Q2 		$102K Hold
325
– – 0.01% 346
2025
Q1 		$67K Hold
325
– – 0.01% 409
2024
Q4 		$75K Hold
325
– – 0.01% 385
2024
Q3 		$58K Sell
325
-7
-2% -$1.13K 0.01% 430
2024
Q2 		$53K Buy
332
+11
+3% +$1.58K 0.01% 431
2024
Q1 		$45K Buy
321
+5
+2% +$624 0.01% 454
2023
Q4 		$41K Hold
316
– – 0.01% 453
2023
Q3 		$29K Hold
316
– – ﹤0.01% 496
2023
Q2 		$33K Buy
316
+263
+496% +$20.6K ﹤0.01% 485
2023
Q1 		$3K Sell
53
-244
-82% -$16.1K ﹤0.01% 835
2022
Q4 		$3K Buy
297
+244
+460% +$12.8K ﹤0.01% 791
2022
Q3 		$2K Buy
+53
New +$2.15K ﹤0.01% 892
2022
Q1 		– Sell
-7
Closed -$1K – 1159
2021
Q4 		$1K Sell
7
-131
-95% -$10.6K ﹤0.01% 734
2021
Q3 		$12K Hold
138
– – ﹤0.01% 422
2021
Q2 		$12K Hold
138
– – ﹤0.01% 408
2021
Q1 		$12K Hold
138
– – ﹤0.01% 395
2020
Q4 		$10K Buy
+138
New +$9.62K ﹤0.01% 385

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 Ltd's RCL Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Royal Caribbean (RCL) stake by 5% in Q2 2026, selling an estimated $4.75K and leaving 325 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #385.

Capital Advisors Ltd first reported a position in RCL in Q4 2020 and has held it in 21 quarters since. The position peaked at $331K in Q3 2025. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Capital Advisors Ltd held 325 shares of Royal Caribbean worth $103K as of Q2 2026.
  • Capital Advisors Ltd sold 17 Royal Caribbean shares in Q2 2026, an estimated $4.75K.
  • Royal Caribbean made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #385 holding.
  • Capital Advisors Ltd first reported a position in Royal Caribbean in Q4 2020 and has held it in 21 quarters since.
  • Capital Advisors Ltd's Royal Caribbean position peaked at $331K in Q3 2025.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.