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 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 $484B AUM 34.9% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legacy Advisors's RCL Position: Q1 2025 in Review

Legacy Advisors increased its Royal Caribbean (RCL) stake by 5.4% in Q1 2025, buying an estimated $12.5K and bringing the position to 1,027 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #400.

Legacy Advisors first reported a position in RCL in Q3 2017 and has held it in 10 quarters since. The position peaked at $225K in Q4 2024. 1,058 funds tracked by Wall St. Rank hold RCL as of Q1 2025.

Legacy Advisors held 1,027 shares of Royal Caribbean worth $212K as of Q1 2025.
Legacy Advisors bought 53 Royal Caribbean shares in Q1 2025, an estimated $12.5K.
Royal Caribbean made up 0.02% of Legacy Advisors's portfolio in Q1 2025, its #400 holding.
Legacy Advisors first reported a position in Royal Caribbean in Q3 2017 and has held it in 10 quarters since.
Legacy Advisors's Royal Caribbean position peaked at $225K in Q4 2024.
1,058 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.