Carson Wealth (CWM LLC)’s Royal Caribbean RCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.84M | Buy |
17,593
+3,973
| +29% | +$1.18M | 0.01% | 830 |
|
|
2025
Q4 | $3.8M | Buy |
13,620
+392
| +3% | +$111K | 0.01% | 887 |
|
|
2025
Q3 | $4.28M | Buy |
13,228
+672
| +5% | +$225K | 0.01% | 783 |
|
|
2025
Q2 | $3.93M | Sell |
12,556
-260
| -2% | -$61.9K | 0.01% | 670 |
|
|
2025
Q1 | $2.63M | Buy |
12,816
+45
| +0.4% | +$10.6K | 0.01% | 738 |
|
|
2024
Q4 | $2.95M | Buy |
12,771
+2,340
| +22% | +$518K | 0.01% | 637 |
|
|
2024
Q3 | $1.85M | Buy |
10,431
+510
| +5% | +$82.6K | 0.01% | 740 |
|
|
2024
Q2 | $1.58M | Sell |
9,921
-896
| -8% | -$129K | 0.01% | 711 |
|
|
2024
Q1 | $1.5M | Sell |
10,817
-230
| -2% | -$28.7K | 0.01% | 705 |
|
|
2023
Q4 | $1.43M | Sell |
11,047
-266
| -2% | -$27.1K | 0.01% | 670 |
|
|
2023
Q3 | $1.04M | Buy |
11,313
+898
| +9% | +$90K | 0.01% | 738 |
|
|
2023
Q2 | $1.08M | Buy |
10,415
+898
| +9% | +$70.4K | 0.01% | 691 |
|
|
2023
Q1 | $621K | Buy |
9,517
+392
| +4% | +$25.9K | ﹤0.01% | 821 |
|
|
2022
Q4 | $451K | Buy |
9,125
+314
| +4% | +$16.5K | ﹤0.01% | 840 |
|
|
2022
Q3 | $334K | Buy |
8,811
+939
| +12% | +$38K | ﹤0.01% | 873 |
|
|
2022
Q2 | $275K | Buy |
7,872
+1,630
| +26% | +$101K | ﹤0.01% | 921 |
|
|
2022
Q1 | $523K | Buy |
6,242
+704
| +13% | +$55.4K | ﹤0.01% | 721 |
|
|
2021
Q4 | $426K | Buy |
+5,538
| New | +$450K | ﹤0.01% | 773 |
|
|
2021
Q2 | $407K | Hold |
4,767
| – | – | ﹤0.01% | 710 |
|
|
2021
Q1 | $407K | Hold |
4,767
| – | – | ﹤0.01% | 710 |
|
|
2020
Q4 | $407K | Hold |
4,767
| – | – | ﹤0.01% | 710 |
|
|
2020
Q3 | $407K | Hold |
4,767
| – | – | ﹤0.01% | 710 |
|
|
2020
Q2 | $407K | Hold |
4,767
| – | – | ﹤0.01% | 710 |
|
|
2020
Q1 | $407K | Hold |
4,767
| – | – | ﹤0.01% | 710 |
|
|
2019
Q4 | $407K | Hold |
4,767
| – | – | ﹤0.01% | 710 |
|
|
2019
Q3 | $407K | Hold |
4,767
| – | – | ﹤0.01% | 710 |
|
|
2019
Q2 | $407K | Hold |
4,767
| – | – | ﹤0.01% | 710 |
|
|
2019
Q1 | $407K | Buy |
4,767
+4,283
| +885% | +$487K | ﹤0.01% | 710 |
|
|
2018
Q4 | $47K | Buy |
484
+19
| +4% | +$2.08K | ﹤0.01% | 891 |
|
|
2018
Q3 | $60K | Buy |
465
+257
| +124% | +$30.1K | ﹤0.01% | 714 |
|
|
2018
Q2 | $22K | Buy |
208
+108
| +108% | +$11.9K | ﹤0.01% | 819 |
|
|
2018
Q1 | $12K | Hold |
100
| – | – | ﹤0.01% | 818 |
|
|
2017
Q4 | $12K | Hold |
100
| – | – | ﹤0.01% | 842 |
|
|
2017
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 848 |
|
|
2017
Q2 | $11K | Buy |
+100
| New | +$10.6K | ﹤0.01% | 764 |
|
|
2016
Q3 | – | Sell |
-200
| Closed | -$13K | – | 1051 |
|
|
2016
Q2 | $13K | Sell |
200
-200
| -50% | -$15.3K | ﹤0.01% | 525 |
|
|
2016
Q1 | $33K | Buy |
400
+200
| +100% | +$15.6K | ﹤0.01% | 391 |
|
|
2015
Q4 | $20K | Hold |
200
| – | – | ﹤0.01% | 396 |
|
|
2015
Q3 | $18K | Buy |
+200
| New | +$17.6K | ﹤0.01% | 379 |
|
Other funds holding RCL
VCM
VPM
Carson Wealth (CWM LLC)'s RCL Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Royal Caribbean (RCL) stake by 29% in Q1 2026, buying an estimated $1.18M and bringing the position to 17,593 shares worth $4.84M. The position accounts for 0.01% of the portfolio, ranked #830.
Carson Wealth (CWM LLC) first reported a position in RCL in Q3 2015 and has held it in 39 quarters since. 1,175 funds tracked by Wall St. Rank hold RCL as of Q1 2026.
- Carson Wealth (CWM LLC) held 17,593 shares of Royal Caribbean worth $4.84M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 3,973 Royal Caribbean shares in Q1 2026, an estimated $1.18M.
- Royal Caribbean made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #830 holding.
- Carson Wealth (CWM LLC) first reported a position in Royal Caribbean in Q3 2015 and has held it in 39 quarters since.
- 1,175 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.