Cooper Financial Group’s Royal Caribbean RCL Stock Holding History

Cooper 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 Q3	$365K	Buy	1,373 +691	+101%	+$196K	0.03%	309
2026 Q2	$216K	Sell	682 -430	-39%	-$120K	0.02%	423
2026 Q1	$306K	Sell	1,112 -549	-33%	-$163K	0.03%	324
2025 Q4	$463K	Sell	1,661 -114	-6%	-$32.2K	0.05%	246
2025 Q3	$574K	Buy	1,775 +542	+44%	+$181K	0.06%	219
2025 Q2	$386K	Sell	1,233 -169	-12%	-$40.2K	0.05%	267
2025 Q1	$288K	Buy	1,402 +203	+17%	+$47.9K	0.04%	312
2024 Q4	$277K	Buy	+1,199	New	+$266K	0.03%	324

Other funds holding RCL

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Cooper Financial Group's RCL Position: Q3 2026 in Review

Cooper Financial Group increased its Royal Caribbean (RCL) stake by 101% in Q3 2026, buying an estimated $196K and bringing the position to 1,373 shares worth $365K. The position accounts for 0.03% of the portfolio, ranked #309.

Cooper Financial Group first reported a position in RCL in Q4 2024 and has held it in 8 quarters since. The position peaked at $574K in Q3 2025. 41 funds tracked by Wall St. Rank hold RCL as of Q3 2026.

Cooper Financial Group held 1,373 shares of Royal Caribbean worth $365K as of Q3 2026.
Cooper Financial Group bought 691 Royal Caribbean shares in Q3 2026, an estimated $196K.
Royal Caribbean made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #309 holding.
Cooper Financial Group first reported a position in Royal Caribbean in Q4 2024 and has held it in 8 quarters since.
Cooper Financial Group's Royal Caribbean position peaked at $574K in Q3 2025.
41 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.