Jefferies Financial Group’s Royal Caribbean RCL Stock Holding History

Jefferies Financial Group’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	–	Sell	-2,999	Closed	-$836K	–	2123
2025 Q4	$836K	Buy	+2,999	New	+$847K	﹤0.01%	1157
2025 Q2	–	Sell	-10,201	Closed	-$2.1M	–	1725
2025 Q1	$2.1M	Sell	10,201 -11,528	-53%	-$2.72M	0.02%	571
2024 Q4	$5.01M	Sell	21,729 -37,487	-63%	-$8.3M	0.03%	363
2024 Q3	$10.5M	Buy	59,216 +41,465	+234%	+$6.72M	0.08%	168
2024 Q2	$2.83M	Buy	17,751 +10,151	+134%	+$1.46M	0.03%	445
2024 Q1	$1.06M	Sell	7,600 -6,322	-45%	-$789K	0.01%	807
2023 Q4	$1.8M	Sell	13,922 -34,436	-71%	-$3.51M	0.01%	756
2023 Q3	$4.46M	Buy	48,358 +1,018	+2%	+$102K	0.04%	369
2023 Q2	$4.91M	Buy	47,340 +22,440	+90%	+$1.76M	0.04%	368
2023 Q1	$1.63M	Buy	24,900 +13,900	+126%	+$917K	0.01%	726
2022 Q4	$544K	Buy	+11,000	New	+$577K	﹤0.01%	1034

Other funds holding RCL

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jefferies Financial Group's RCL Position: Q1 2026 in Review

Jefferies Financial Group sold out of Royal Caribbean (RCL) in Q1 2026, closing a stake of 2,999 shares — an estimated $836K sold.

Jefferies Financial Group first reported a position in RCL in Q4 2022 and held it in 11 quarters. The position peaked at $10.5M in Q3 2024. 1,173 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

Jefferies Financial Group reported no remaining Royal Caribbean position as of Q1 2026 after selling out during the quarter.
Jefferies Financial Group sold 2,999 Royal Caribbean shares in Q1 2026, an estimated $836K.
Jefferies Financial Group first reported a position in Royal Caribbean in Q4 2022 and held it in 11 quarters.
Jefferies Financial Group's Royal Caribbean position peaked at $10.5M in Q3 2024.
1,173 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.