Jeppson Wealth Management’s Royal Caribbean RCL Stock Holding History

Jeppson 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
2026 Q1	$675K	Sell	2,452 -650	-21%	-$194K	0.21%	104
2025 Q4	$865K	Sell	3,102 -5	-0.2%	-$1.41K	0.27%	85
2025 Q3	$1.01M	Sell	3,107 -90	-3%	-$30.1K	0.32%	73
2025 Q2	$1M	Sell	3,197 -25	-0.8%	-$5.95K	0.35%	73
2025 Q1	$662K	Sell	3,222 -96	-3%	-$22.7K	0.24%	97
2024 Q4	$765K	Sell	3,318 -58	-2%	-$12.8K	0.28%	87
2024 Q3	$599K	Hold	3,376	–	–	0.21%	108
2024 Q2	$538K	Sell	3,376 -10	-0.3%	-$1.44K	0.21%	108
2024 Q1	$471K	Sell	3,386 -41	-1%	-$5.12K	0.18%	122
2023 Q4	$444K	Sell	3,427 -5	-0.1%	-$510	0.18%	121
2023 Q3	$316K	Sell	3,432 -55	-2%	-$5.51K	0.14%	140
2023 Q2	$362K	Sell	3,487 -12	-0.3%	-$941	0.16%	129
2023 Q1	$228K	Buy	+3,499	New	+$231K	0.1%	176
2020 Q4	–	Sell	-405	Closed	-$26K	–	363
2020 Q3	$26K	Buy	+405	New	+$23.8K	0.02%	309

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 $5.72T AUM 30.48% 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 $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

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

Jeppson Wealth Management's RCL Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Royal Caribbean (RCL) stake by 21% in Q1 2026, selling an estimated $194K and leaving 2,452 shares worth $675K. The position accounts for 0.21% of the portfolio, ranked #104.

Jeppson Wealth Management first reported a position in RCL in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.01M in Q3 2025. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

Jeppson Wealth Management held 2,452 shares of Royal Caribbean worth $675K as of Q1 2026.
Jeppson Wealth Management sold 650 Royal Caribbean shares in Q1 2026, an estimated $194K.
Royal Caribbean made up 0.21% of Jeppson Wealth Management's portfolio in Q1 2026, its #104 holding.
Jeppson Wealth Management first reported a position in Royal Caribbean in Q3 2020 and has held it in 14 quarters since.
Jeppson Wealth Management's Royal Caribbean position peaked at $1.01M in Q3 2025.
1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.