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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
2023
Q3 		– Sell
-20,000
Closed -$2.07M – 1926
2023
Q2 		$2.07M Buy
+20,000
New +$1.57M 0.02% 647
2023
Q1 		– Sell
-10,000
Closed -$494K – 1933
2022
Q4 		$494K Buy
+10,000
New +$524K ﹤0.01% 1061

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

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. 1,170 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.
  • 1,170 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.