Concord Wealth Partners’s Royal Caribbean RCL Stock Holding History

Concord Wealth Partners’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	$21.4K	Buy	+67	New	+$18.7K	﹤0.01%	473
2026 Q1	–	Sell	-117	Closed	-$32.5K	–	652
2025 Q4	$32.5K	Buy	117 +1	+0.9%	+$282	﹤0.01%	383
2025 Q3	$37.7K	Hold	116	–	–	0.01%	380
2025 Q2	$36.4K	Hold	116	–	–	0.01%	378
2025 Q1	$23.8K	Buy	116 +50	+76%	+$11.8K	﹤0.01%	415
2024 Q4	$15.2K	Sell	66 -50	-43%	-$11.1K	﹤0.01%	488
2024 Q3	$20.5K	Hold	116	–	–	﹤0.01%	463
2024 Q2	$18.4K	Hold	116	–	–	﹤0.01%	437
2024 Q1	$16.1K	Hold	116	–	–	﹤0.01%	515
2023 Q4	$15K	Hold	116	–	–	﹤0.01%	519
2023 Q3	$10.7K	Hold	116	–	–	﹤0.01%	606
2023 Q2	$12K	Hold	116	–	–	﹤0.01%	582
2023 Q1	$7.55K	Sell	116 -15	-11%	-$990	﹤0.01%	627
2022 Q4	$6.49K	Buy	+131	New	+$6.87K	﹤0.01%	708
2022 Q3	–	Sell	-131	Closed	-$5K	–	905
2022 Q2	$5K	Hold	131	–	–	﹤0.01%	834
2022 Q1	$11K	Hold	131	–	–	﹤0.01%	763
2021 Q4	$10K	Buy	+131	New	+$10.6K	﹤0.01%	787
2021 Q2	–	Sell	-14	Closed	-$1K	–	1090
2021 Q1	$1K	Buy	+14	New	+$1.11K	﹤0.01%	945

Other funds holding RCL

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Osiris Holdings Monaco $3.72B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Concord Wealth Partners's RCL Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Royal Caribbean (RCL) in Q2 2026: 67 shares worth $21.4K. The stake represents ﹤0.01% of the portfolio and ranks #473 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in RCL as recently as Q4 2025.

Concord Wealth Partners first reported a position in RCL in Q1 2021 and has held it in 18 quarters since. The position peaked at $37.7K in Q3 2025. 1,229 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

Concord Wealth Partners held 67 shares of Royal Caribbean worth $21.4K as of Q2 2026.
Royal Caribbean was a new Concord Wealth Partners position in Q2 2026.
Royal Caribbean made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #473 holding.
Concord Wealth Partners first reported a position in Royal Caribbean in Q1 2021 and has held it in 18 quarters since.
Concord Wealth Partners's Royal Caribbean position peaked at $37.7K in Q3 2025.
1,229 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.