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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
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evergreen Capital Management's RCL Position: Q1 2026 in Review

Evergreen Capital Management increased its Royal Caribbean (RCL) stake by 57% in Q1 2026, buying an estimated $217K and bringing the position to 1,999 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #730.

Evergreen Capital Management first reported a position in RCL in Q4 2024 and has held it in 5 quarters since. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • Evergreen Capital Management held 1,999 shares of Royal Caribbean worth $553K as of Q1 2026.
  • Evergreen Capital Management bought 729 Royal Caribbean shares in Q1 2026, an estimated $217K.
  • Royal Caribbean made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #730 holding.
  • Evergreen Capital Management first reported a position in Royal Caribbean in Q4 2024 and has held it in 5 quarters since.
  • 1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.