Evergreen Capital Management
RCL icon

Evergreen Capital Management’s Royal Caribbean RCL Stock Holding History

Evergreen Capital 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
Q3 		$877K Buy
3,283
+23
+0.7% +$6.53K 0.02% 577
2026
Q2 		$1.04M Buy
3,260
+1,261
+63% +$353K 0.02% 522
2026
Q1 		$553K Buy
1,999
+729
+57% +$217K 0.01% 730
2025
Q4 		$355K Sell
1,270
-184
-13% -$52K 0.01% 943
2025
Q3 		$471K Buy
1,454
+455
+46% +$152K 0.01% 691
2025
Q2 		$313K Buy
+999
New +$238K 0.01% 780
2025
Q1 		– Sell
-867
Closed -$200K – 1164
2024
Q4 		$200K Buy
+867
New +$192K 0.01% 1000

Other funds holding RCL

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
OH
Osiris Holdings Monaco $3.14B AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Evergreen Capital Management's RCL Position: Q3 2026 in Review

Evergreen Capital Management increased its Royal Caribbean (RCL) stake by 0.71% in Q3 2026, buying an estimated $6.53K and bringing the position to 3,283 shares worth $877K. The position accounts for 0.02% of the portfolio, ranked #577.

Evergreen Capital Management first reported a position in RCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q2 2026. 999 funds tracked by Wall St. Rank hold RCL as of Q3 2026.

  • Evergreen Capital Management held 3,283 shares of Royal Caribbean worth $877K as of Q3 2026.
  • Evergreen Capital Management bought 23 Royal Caribbean shares in Q3 2026, an estimated $6.53K.
  • Royal Caribbean made up 0.02% of Evergreen Capital Management's portfolio in Q3 2026, its #577 holding.
  • Evergreen Capital Management first reported a position in Royal Caribbean in Q4 2024 and has held it in 7 quarters since.
  • Evergreen Capital Management's Royal Caribbean position peaked at $1.04M in Q2 2026.
  • 999 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.