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Crestwood Advisors Group’s Royal Caribbean RCL Stock Holding History

Crestwood Advisors 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 		$480K Buy
1,512
+304
+25% +$85K 0.01% 506
2026
Q1 		$332K Buy
1,208
+268
+29% +$79.8K 0.01% 539
2025
Q4 		$262K Buy
940
+139
+17% +$39.3K ﹤0.01% 563
2025
Q3 		$259K Buy
+801
New +$268K ﹤0.01% 495

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

Crestwood Advisors Group's RCL Position: Q2 2026 in Review

Crestwood Advisors Group increased its Royal Caribbean (RCL) stake by 25% in Q2 2026, buying an estimated $85K and bringing the position to 1,512 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #506.

Crestwood Advisors Group first reported a position in RCL in Q3 2025 and has held it in 4 quarters since. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Crestwood Advisors Group held 1,512 shares of Royal Caribbean worth $480K as of Q2 2026.
  • Crestwood Advisors Group bought 304 Royal Caribbean shares in Q2 2026, an estimated $85K.
  • Royal Caribbean made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #506 holding.
  • Crestwood Advisors Group first reported a position in Royal Caribbean in Q3 2025 and has held it in 4 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.