Jeppson Wealth Management
RCL icon

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
Q3 		$648K Sell
2,437
-5
-0.2% -$1.42K 0.18% 114
2026
Q2 		$775K Sell
2,442
-10
-0.4% -$2.8K 0.23% 98
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

AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Jeppson Wealth Management's RCL Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Royal Caribbean (RCL) stake by 0.2% in Q3 2026, selling an estimated $1.42K and leaving 2,437 shares worth $648K. The position accounts for 0.18% of the portfolio, ranked #114.

Jeppson Wealth Management first reported a position in RCL in Q3 2020 and has held it in 16 quarters since. The position peaked at $1.01M in Q3 2025. 280 funds tracked by Wall St. Rank hold RCL as of Q3 2026.

  • Jeppson Wealth Management held 2,437 shares of Royal Caribbean worth $648K as of Q3 2026.
  • Jeppson Wealth Management sold 5 Royal Caribbean shares in Q3 2026, an estimated $1.42K.
  • Royal Caribbean made up 0.18% of Jeppson Wealth Management's portfolio in Q3 2026, its #114 holding.
  • Jeppson Wealth Management first reported a position in Royal Caribbean in Q3 2020 and has held it in 16 quarters since.
  • Jeppson Wealth Management's Royal Caribbean position peaked at $1.01M in Q3 2025.
  • 280 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.