Capital Asset Advisory Services’s Royal Caribbean RCL Stock Holding History

Capital Asset Advisory 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
2025 Q4	–	Sell	-633	Closed	-$205K	–	298
2025 Q3	$205K	Buy	+633	New	+$211K	0.01%	271
2025 Q1	–	Sell	-909	Closed	-$208K	–	306
2024 Q4	$208K	Buy	+909	New	+$201K	0.01%	302
2021 Q1	–	Sell	-430	Closed	-$32K	–	1312
2020 Q4	$32K	Buy	+430	New	+$30K	0.01%	722

Other funds holding RCL

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Asset Advisory Services's RCL Position: Q4 2025 in Review

Capital Asset Advisory Services sold out of Royal Caribbean (RCL) in Q4 2025, closing a stake of 633 shares — an estimated $205K sold.

Capital Asset Advisory Services first reported a position in RCL in Q4 2020 and held it in 3 quarters. The position peaked at $208K in Q4 2024. 1,192 funds tracked by Wall St. Rank hold RCL as of Q4 2025.

Capital Asset Advisory Services reported no remaining Royal Caribbean position as of Q4 2025 after selling out during the quarter.
Capital Asset Advisory Services sold 633 Royal Caribbean shares in Q4 2025, an estimated $205K.
Capital Asset Advisory Services first reported a position in Royal Caribbean in Q4 2020 and held it in 3 quarters.
Capital Asset Advisory Services's Royal Caribbean position peaked at $208K in Q4 2024.
1,192 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2025.

Based on Capital Asset Advisory Services's 13F filing for Q4 2025, filed 9 Jan 2026.