Creative Planning’s Royal Caribbean RCL Stock Holding History

Creative Planning’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
2021 Q2	–	Sell	-600	Closed	-$28K	–	2487
2021 Q1	$28K	Sell	600 -500	-45%	-$39.6K	﹤0.01%	2411
2020 Q4	$30K	Sell	1,100 -1,000	-48%	-$69.7K	﹤0.01%	2152
2020 Q3	$29K	Buy	2,100 +1,100	+110%	+$64.8K	﹤0.01%	1955
2020 Q2	$18K	Sell	1,000 -1,300	-57%	-$58.8K	﹤0.01%	1840
2020 Q1	$10K	Buy	2,300 +2,000	+667%	+$183K	﹤0.01%	1768
2019 Q4	$3K	Buy	+300	New	+$35K	﹤0.01%	1946
2019 Q1	–	Sell	-200	Closed	-$2K	–	2076
2018 Q4	$2K	Buy	+200	New	+$21.9K	﹤0.01%	1906

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

Creative Planning's RCL Position: Q2 2026 in Review

Creative Planning increased its Royal Caribbean (RCL) stake by 17% in Q2 2026, buying an estimated $3.19M and bringing the position to 79,405 shares worth $25.2M. The position accounts for 0.01% of the portfolio, ranked #414.

Creative Planning first reported a position in RCL in Q2 2013 and has held it in 52 quarters since. 1,229 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

Creative Planning held 79,405 shares of Royal Caribbean worth $25.2M as of Q2 2026.
Creative Planning bought 11,414 Royal Caribbean shares in Q2 2026, an estimated $3.19M.
Royal Caribbean made up 0.01% of Creative Planning's portfolio in Q2 2026, its #414 holding.
Creative Planning first reported a position in Royal Caribbean in Q2 2013 and has held it in 52 quarters since.
1,229 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.