Legacy Advisors’s Royal Caribbean RCL Stock Holding History

Legacy Advisors’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 Q2	–	Sell	-1,027	Closed	-$212K	–	320
2025 Q1	$212K	Buy	1,027 +53	+5%	+$12.5K	0.02%	400
2024 Q4	$225K	Buy	+974	New	+$216K	0.02%	366
2022 Q2	–	Sell	-2,427	Closed	-$203K	–	231
2022 Q1	$203K	Buy	+2,427	New	+$191K	0.04%	206
2019 Q3	–	Sell	-62	Closed	-$8K	–	279
2019 Q2	$8K	Hold	62	–	–	0.01%	314
2019 Q1	$7K	Buy	+62	New	+$7.05K	﹤0.01%	351
2018 Q4	–	Sell	-62	Closed	-$8K	–	330
2018 Q3	$8K	Hold	62	–	–	﹤0.01%	375
2018 Q2	$6K	Hold	62	–	–	﹤0.01%	341
2018 Q1	$7K	Hold	62	–	–	0.01%	290
2017 Q4	$7K	Hold	62	–	–	0.01%	284
2017 Q3	$7K	Buy	+62	New	+$7.25K	0.01%	256

Other funds holding RCL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Legacy Advisors's RCL Position: Q2 2025 in Review

Legacy Advisors sold out of Royal Caribbean (RCL) in Q2 2025, closing a stake of 1,027 shares — an estimated $212K sold.

Legacy Advisors first reported a position in RCL in Q3 2017 and held it in 10 quarters. The position peaked at $225K in Q4 2024. 1,154 funds tracked by Wall St. Rank hold RCL as of Q2 2025.

Legacy Advisors reported no remaining Royal Caribbean position as of Q2 2025 after selling out during the quarter.
Legacy Advisors sold 1,027 Royal Caribbean shares in Q2 2025, an estimated $212K.
Legacy Advisors first reported a position in Royal Caribbean in Q3 2017 and held it in 10 quarters.
Legacy Advisors's Royal Caribbean position peaked at $225K in Q4 2024.
1,154 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.