Capstone Investment Advisors
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Capstone Investment Advisors’s Royal Caribbean RCL Stock Holding History

Capstone Investment 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
Q1 		$658K Sell
2,390
-7,962
-77% -$2.37M ﹤0.01% 1020
2025
Q4 		$2.89M Buy
10,352
+7,935
+328% +$2.24M 0.01% 510
2025
Q3 		$782K Buy
+2,417
New +$808K ﹤0.01% 1131
2024
Q4 		– Sell
-248
Closed -$54.9K – 1984
2024
Q3 		$44K Sell
248
-4,008
-94% -$649K ﹤0.01% 1814
2024
Q2 		$679K Buy
+4,256
New +$612K ﹤0.01% 1153
2024
Q1 		– Sell
-4,552
Closed -$568K – 2507
2023
Q4 		$589K Buy
4,552
+1,874
+70% +$191K ﹤0.01% 1264
2023
Q3 		$247K Sell
2,678
-15,352
-85% -$1.54M ﹤0.01% 1707
2023
Q2 		$1.87M Buy
18,030
+13,758
+322% +$1.08M 0.01% 658
2023
Q1 		$279K Sell
4,272
-24,351
-85% -$1.61M ﹤0.01% 1190
2022
Q4 		$1.41M Sell
28,623
-38,444
-57% -$2.02M 0.01% 817
2022
Q3 		$2.54M Buy
67,067
+9,255
+16% +$375K 0.02% 655
2022
Q2 		$2.02M Buy
57,812
+46,433
+408% +$2.89M 0.01% 757
2022
Q1 		$953K Sell
11,379
-67,871
-86% -$5.34M ﹤0.01% 1344
2021
Q4 		$6.09M Buy
79,250
+65,648
+483% +$5.33M 0.01% 763
2021
Q3 		$1.21M Sell
13,602
-12,975
-49% -$1.05M ﹤0.01% 1346
2021
Q2 		$2.27M Buy
26,577
+19,865
+296% +$1.73M 0.01% 986
2021
Q1 		$575K Buy
6,712
+695
+12% +$55.1K ﹤0.01% 1244
2020
Q4 		$449K Buy
6,017
+3,220
+115% +$224K ﹤0.01% 1277
2020
Q3 		$181K Sell
2,797
-7,485
-73% -$441K ﹤0.01% 1292
2020
Q2 		$517K Sell
10,282
-7,736
-43% -$350K ﹤0.01% 1091
2020
Q1 		$580K Buy
+18,018
New +$1.65M 0.01% 860
2019
Q4 		– Sell
-6,589
Closed -$768K – 1440
2019
Q3 		$714K Buy
+6,589
New +$725K ﹤0.01% 1008
2018
Q1 		– Sell
-8,047
Closed -$959K – 509
2017
Q4 		$959K Buy
8,047
+637
+9% +$78.8K 0.03% 196
2017
Q3 		$878K Buy
7,410
+5,006
+208% +$585K 0.03% 234
2017
Q2 		$262K Buy
+2,404
New +$255K 0.01% 507
2016
Q3 		– Sell
-54,585
Closed -$3.84M – 891
2016
Q2 		$3.67M Buy
+54,585
New +$4.18M 0.07% 166

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

Capstone Investment Advisors's RCL Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Royal Caribbean (RCL) stake by 77% in Q1 2026, selling an estimated $2.37M and leaving 2,390 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Capstone Investment Advisors first reported a position in RCL in Q2 2016 and has held it in 26 quarters since. The position peaked at $6.09M in Q4 2021. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • Capstone Investment Advisors held 2,390 shares of Royal Caribbean worth $658K as of Q1 2026.
  • Capstone Investment Advisors sold 7,962 Royal Caribbean shares in Q1 2026, an estimated $2.37M.
  • Royal Caribbean made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1020 holding.
  • Capstone Investment Advisors first reported a position in Royal Caribbean in Q2 2016 and has held it in 26 quarters since.
  • Capstone Investment Advisors's Royal Caribbean position peaked at $6.09M in Q4 2021.
  • 1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.