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Capital Performance Advisors’s Royal Caribbean RCL Stock Holding History

Capital Performance Advisors’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 		$582K Sell
1,833
-44
-2% -$12.3K 0.04% 151
2026
Q1 		$516K Buy
1,877
+109
+6% +$32.5K 0.03% 219
2025
Q4 		$493K Buy
1,768
+1,125
+175% +$318K 0.04% 218
2025
Q3 		$208K Buy
+643
New +$215K 0.03% 314
2024
Q4 		– Sell
-346
Closed -$61.4K – 2087
2024
Q3 		$61.4K Buy
+346
New +$56.1K 0.02% 295

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 Performance Advisors's RCL Position: Q2 2026 in Review

Capital Performance Advisors reduced its Royal Caribbean (RCL) stake by 2.3% in Q2 2026, selling an estimated $12.3K and leaving 1,833 shares worth $582K. The position accounts for 0.04% of the portfolio, ranked #151.

Capital Performance Advisors first reported a position in RCL in Q3 2024 and has held it in 5 quarters since. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Capital Performance Advisors held 1,833 shares of Royal Caribbean worth $582K as of Q2 2026.
  • Capital Performance Advisors sold 44 Royal Caribbean shares in Q2 2026, an estimated $12.3K.
  • Royal Caribbean made up 0.04% of Capital Performance Advisors's portfolio in Q2 2026, its #151 holding.
  • Capital Performance Advisors first reported a position in Royal Caribbean in Q3 2024 and has held it in 5 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.