Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Royal Caribbean RCL Stock Holding History

Kovitz Investment Group Partners’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
-5,531
Closed -$1.79M – 1121
2025
Q3 		$1.79M Sell
5,531
-5,147
-48% -$1.72M 0.01% 692
2025
Q2 		$3.35M Sell
10,678
-574
-5% -$137K 0.01% 516
2025
Q1 		$2.31M Sell
11,252
-2,139
-16% -$505K 0.01% 551
2024
Q4 		$3.09M Sell
13,391
-21
-0.2% -$4.65K 0.02% 496
2024
Q3 		$1.43M Buy
+13,412
New +$2.17M 0.01% 545
2023
Q2 		– Sell
-57,374
Closed -$3.75M – 431
2023
Q1 		$3.75M Sell
57,374
-509
-0.9% -$33.6K 0.07% 185
2022
Q4 		$2.86M Sell
57,883
-1,928
-3% -$101K 0.06% 209
2022
Q3 		$2.27M Buy
59,811
+1,441
+2% +$58.4K 0.05% 216
2022
Q2 		$2.04M Sell
58,370
-340
-0.6% -$21.2K 0.05% 224
2022
Q1 		$4.92M Sell
58,710
-2,475
-4% -$195K 0.09% 162
2021
Q4 		$4.57M Buy
61,185
+1,648
+3% +$134K 0.11% 135
2021
Q3 		$5.3M Sell
59,537
-701
-1% -$56.7K 0.11% 139
2021
Q2 		$5.14M Buy
60,238
+79
+0.1% +$6.88K 0.1% 151
2021
Q1 		$5.15M Sell
60,159
-1,026
-2% -$81.4K 0.12% 129
2020
Q4 		$4.57M Sell
61,185
-2,499
-4% -$174K 0.11% 129
2020
Q3 		$4.12M Sell
63,684
-3,053
-5% -$180K 0.12% 124
2020
Q2 		$3.36M Sell
66,737
-3,360
-5% -$152K 0.1% 139
2020
Q1 		$2.25M Sell
70,097
-6,272
-8% -$573K 0.08% 163
2019
Q4 		$10.2M Sell
76,369
-1,730
-2% -$202K 0.3% 54
2019
Q3 		$8.46M Sell
78,099
-237
-0.3% -$26.1K 0.27% 65
2019
Q2 		$9.49M Sell
78,336
-2,521
-3% -$307K 0.3% 52
2019
Q1 		$9.27M Sell
80,857
-792
-1% -$90.1K 0.29% 52
2018
Q4 		$7.98M Buy
+81,649
New +$8.95M 0.32% 52

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

Kovitz Investment Group Partners's RCL Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Royal Caribbean (RCL) in Q4 2025, closing a stake of 5,531 shares — an estimated $1.79M sold.

Kovitz Investment Group Partners first reported a position in RCL in Q4 2018 and held it in 23 quarters. The position peaked at $10.2M in Q4 2019. 1,193 funds tracked by Wall St. Rank hold RCL as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Royal Caribbean position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 5,531 Royal Caribbean shares in Q4 2025, an estimated $1.79M.
  • Kovitz Investment Group Partners first reported a position in Royal Caribbean in Q4 2018 and held it in 23 quarters.
  • Kovitz Investment Group Partners's Royal Caribbean position peaked at $10.2M in Q4 2019.
  • 1,193 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.