CIA
RCL icon

Concurrent Investment Advisors’s Royal Caribbean RCL Stock Holding History

Concurrent 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 		$1.46M Sell
5,290
-104
-2% -$31K 0.02% 726
2025
Q4 		$1.5M Buy
5,394
+373
+7% +$105K 0.02% 675
2025
Q3 		$1.62M Sell
5,021
-1,042
-17% -$348K 0.03% 517
2025
Q2 		$1.9M Sell
6,063
-1,718
-22% -$409K 0.04% 443
2025
Q1 		$1.6M Buy
7,781
+3,679
+90% +$868K 0.04% 418
2024
Q4 		$946K Buy
4,102
+72
+2% +$15.9K 0.03% 504
2024
Q3 		$715K Sell
4,030
-10
-0.2% -$1.62K 0.02% 537
2024
Q2 		$644K Sell
4,040
-272
-6% -$39.1K 0.02% 528
2024
Q1 		$599K Sell
4,312
-719
-14% -$89.8K 0.02% 497
2023
Q4 		$651K Buy
+5,031
New +$513K 0.03% 427

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

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

Concurrent Investment Advisors reduced its Royal Caribbean (RCL) stake by 1.9% in Q1 2026, selling an estimated $31K and leaving 5,290 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #726.

Concurrent Investment Advisors first reported a position in RCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.9M in Q2 2025. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • Concurrent Investment Advisors held 5,290 shares of Royal Caribbean worth $1.46M as of Q1 2026.
  • Concurrent Investment Advisors sold 104 Royal Caribbean shares in Q1 2026, an estimated $31K.
  • Royal Caribbean made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #726 holding.
  • Concurrent Investment Advisors first reported a position in Royal Caribbean in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Royal Caribbean position peaked at $1.9M in Q2 2025.
  • 1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.