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Jackson Wealth Management’s Royal Caribbean RCL Stock Holding History

Jackson 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
2025
Q4 		– Sell
-2,024
Closed -$655K – 157
2025
Q3 		$655K Buy
+2,024
New +$676K 0.07% 99

Other funds holding RCL

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jackson Wealth Management's RCL Position: Q4 2025 in Review

Jackson Wealth Management sold out of Royal Caribbean (RCL) in Q4 2025, closing a stake of 2,024 shares — an estimated $655K sold.

Jackson Wealth Management first reported a position in RCL in Q3 2025 and held it in 1 quarter. The position peaked at $655K in Q3 2025. 1,194 funds tracked by Wall St. Rank hold RCL as of Q4 2025.

  • Jackson Wealth Management reported no remaining Royal Caribbean position as of Q4 2025 after selling out during the quarter.
  • Jackson Wealth Management sold 2,024 Royal Caribbean shares in Q4 2025, an estimated $655K.
  • Jackson Wealth Management first reported a position in Royal Caribbean in Q3 2025 and held it in 1 quarter.
  • Jackson Wealth Management's Royal Caribbean position peaked at $655K in Q3 2025.
  • 1,194 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2025.

Based on Jackson Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.