GoalVest Advisory’s Royal Caribbean RCL Stock Holding History

GoalVest Advisory’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
2025 Q2	–	Sell	-6	Closed	-$1.23K	–	496
2025 Q1	$1.23K	Buy	+6	New	+$1.42K	﹤0.01%	326
2023 Q2	–	Sell	-200	Closed	-$13.1K	–	398
2023 Q1	$13.1K	Buy	+200	New	+$13.2K	0.01%	176
2022 Q2	–	Sell	-10	Closed	-$1K	–	490
2022 Q1	$1K	Buy	+10	New	+$787	﹤0.01%	356

Other funds holding RCL

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

GoalVest Advisory's RCL Position: Q2 2025 in Review

GoalVest Advisory sold out of Royal Caribbean (RCL) in Q2 2025, closing a stake of 6 shares — an estimated $1.23K sold.

GoalVest Advisory first reported a position in RCL in Q1 2022 and held it in 3 quarters. The position peaked at $13.1K in Q1 2023. 1,154 funds tracked by Wall St. Rank hold RCL as of Q2 2025.

GoalVest Advisory reported no remaining Royal Caribbean position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 6 Royal Caribbean shares in Q2 2025, an estimated $1.23K.
GoalVest Advisory first reported a position in Royal Caribbean in Q1 2022 and held it in 3 quarters.
GoalVest Advisory's Royal Caribbean position peaked at $13.1K in Q1 2023.
1,154 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.