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Concorde Asset Management’s Royal Caribbean RCL Stock Holding History

Concorde Asset Management’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
2025
Q4 		– Sell
-654
Closed -$207K – 247
2025
Q3 		$207K Buy
+654
New +$219K 0.09% 210

Other funds holding RCL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Concorde Asset Management's RCL Position: Q4 2025 in Review

Concorde Asset Management sold out of Royal Caribbean (RCL) in Q4 2025, closing a stake of 654 shares — an estimated $207K sold.

Concorde Asset Management first reported a position in RCL in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 1,193 funds tracked by Wall St. Rank hold RCL as of Q4 2025.

  • Concorde Asset Management reported no remaining Royal Caribbean position as of Q4 2025 after selling out during the quarter.
  • Concorde Asset Management sold 654 Royal Caribbean shares in Q4 2025, an estimated $207K.
  • Concorde Asset Management first reported a position in Royal Caribbean in Q3 2025 and held it in 1 quarter.
  • Concorde Asset Management's Royal Caribbean position peaked at $207K in Q3 2025.
  • 1,193 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2025.

Based on Concorde Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.