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Carr Financial Group’s Royal Caribbean RCL Stock Holding History

Carr Financial Group’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 		$193K Sell
607
-224
-27% -$62.6K 0.04% 178
2026
Q1 		$229K Buy
+831
New +$247K 0.06% 162
2025
Q3 		– Sell
-710
Closed -$222K – 196
2025
Q2 		$222K Buy
+710
New +$169K 0.07% 176
2023
Q3 		– Sell
-2,865
Closed -$297K – 175
2023
Q2 		$297K Buy
+2,865
New +$225K 0.12% 134

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

Carr Financial Group's RCL Position: Q2 2026 in Review

Carr Financial Group reduced its Royal Caribbean (RCL) stake by 27% in Q2 2026, selling an estimated $62.6K and leaving 607 shares worth $193K. The position accounts for 0.04% of the portfolio, ranked #178.

Carr Financial Group first reported a position in RCL in Q2 2023 and has held it in 4 quarters since. The position peaked at $297K in Q2 2023. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Carr Financial Group held 607 shares of Royal Caribbean worth $193K as of Q2 2026.
  • Carr Financial Group sold 224 Royal Caribbean shares in Q2 2026, an estimated $62.6K.
  • Royal Caribbean made up 0.04% of Carr Financial Group's portfolio in Q2 2026, its #178 holding.
  • Carr Financial Group first reported a position in Royal Caribbean in Q2 2023 and has held it in 4 quarters since.
  • Carr Financial Group's Royal Caribbean position peaked at $297K in Q2 2023.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.