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Dogwood Wealth Management’s Royal Caribbean RCL Stock Holding History

Dogwood Wealth Management’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 		$50.2K Sell
158
-5
-3% -$1.4K 0.02% 159
2026
Q1 		$44.9K Buy
163
+28
+21% +$8.34K 0.02% 157
2025
Q4 		$37.7K Buy
135
+1
+0.7% +$282 0.02% 149
2025
Q3 		$43.4K Buy
134
+102
+319% +$34.1K 0.02% 135
2025
Q2 		$10.6K Buy
32
+26
+433% +$6.19K 0.01% 265
2025
Q1 		$1.24K Buy
+6
New +$1.42K ﹤0.01% 421
2024
Q3 		– Sell
-75
Closed -$12K – 608
2024
Q2 		$12K Buy
+75
New +$10.8K 0.01% 164

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

Dogwood Wealth Management's RCL Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Royal Caribbean (RCL) stake by 3.1% in Q2 2026, selling an estimated $1.4K and leaving 158 shares worth $50.2K. The position accounts for 0.02% of the portfolio, ranked #159.

Dogwood Wealth Management first reported a position in RCL in Q2 2024 and has held it in 7 quarters since. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Dogwood Wealth Management held 158 shares of Royal Caribbean worth $50.2K as of Q2 2026.
  • Dogwood Wealth Management sold 5 Royal Caribbean shares in Q2 2026, an estimated $1.4K.
  • Royal Caribbean made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Dogwood Wealth Management first reported a position in Royal Caribbean in Q2 2024 and has held it in 7 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.