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Legacy Capital Group California’s Royal Caribbean RCL Stock Holding History

Legacy Capital Group California’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
-669
Closed -$216K – 358
2025
Q3 		$216K Sell
669
-94
-12% -$31.4K 0.06% 319
2025
Q2 		$239K Buy
+763
New +$182K 0.07% 300
2023
Q4 		– Sell
-9,384
Closed -$865K – 303
2023
Q3 		$865K Buy
+9,384
New +$940K 0.37% 72

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

Legacy Capital Group California's RCL Position: Q4 2025 in Review

Legacy Capital Group California sold out of Royal Caribbean (RCL) in Q4 2025, closing a stake of 669 shares — an estimated $216K sold.

Legacy Capital Group California first reported a position in RCL in Q3 2023 and held it in 3 quarters. The position peaked at $865K in Q3 2023. 1,194 funds tracked by Wall St. Rank hold RCL as of Q4 2025.

  • Legacy Capital Group California reported no remaining Royal Caribbean position as of Q4 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 669 Royal Caribbean shares in Q4 2025, an estimated $216K.
  • Legacy Capital Group California first reported a position in Royal Caribbean in Q3 2023 and held it in 3 quarters.
  • Legacy Capital Group California's Royal Caribbean position peaked at $865K in Q3 2023.
  • 1,194 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2025.

Based on Legacy Capital Group California's 13F filing for Q4 2025, filed 28 Jan 2026.