CFG
RCL icon

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
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

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
OH
Osiris Holdings Monaco $3.72B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cooper Financial Group's RCL Position: Q2 2026 in Review

Cooper Financial Group reduced its Royal Caribbean (RCL) stake by 39% in Q2 2026, selling an estimated $120K and leaving 682 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #423.

Cooper Financial Group first reported a position in RCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $574K in Q3 2025. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Cooper Financial Group held 682 shares of Royal Caribbean worth $216K as of Q2 2026.
  • Cooper Financial Group sold 430 Royal Caribbean shares in Q2 2026, an estimated $120K.
  • Royal Caribbean made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #423 holding.
  • Cooper Financial Group first reported a position in Royal Caribbean in Q4 2024 and has held it in 7 quarters since.
  • Cooper Financial Group's Royal Caribbean position peaked at $574K in Q3 2025.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.