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Legacy Financial Advisors’s Royal Caribbean RCL Stock Holding History

Legacy Financial 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
2026
Q2 		$767K Buy
2,416
+13
+0.5% +$3.63K 0.09% 170
2026
Q1 		$661K Buy
2,403
+219
+10% +$65.2K 0.09% 185
2025
Q4 		$609K Sell
2,184
-66
-3% -$18.6K 0.08% 195
2025
Q3 		$728K Sell
2,250
-12
-0.5% -$4.01K 0.1% 182
2025
Q2 		$708K Sell
2,262
-6
-0.3% -$1.43K 0.11% 164
2025
Q1 		$466K Buy
2,268
+84
+4% +$19.8K 0.08% 204
2024
Q4 		$504K Sell
2,184
-144
-6% -$31.9K 0.08% 189
2024
Q3 		$413K Buy
2,328
+144
+7% +$23.3K 0.07% 226
2024
Q2 		$348K Buy
2,184
+133
+6% +$19.1K 0.06% 233
2024
Q1 		$285K Buy
2,051
+175
+9% +$21.9K 0.05% 258
2023
Q4 		$243K Buy
+1,876
New +$191K 0.05% 262
2023
Q3 		– Sell
-1,985
Closed -$206K – 281
2023
Q2 		$206K Buy
+1,985
New +$156K 0.04% 245
2019
Q2 		– Sell
-304
Closed -$35K – 717
2019
Q1 		$35K Hold
304
– – 0.01% 338
2018
Q4 		$30K Sell
304
-3
-1% -$329 0.01% 338
2018
Q3 		$39K Sell
307
-88
-22% -$10.3K 0.01% 277
2018
Q2 		$43K Hold
395
– – 0.02% 268
2018
Q1 		$44K Sell
395
-1,019
-72% -$129K 0.02% 257
2017
Q4 		$168K Buy
+1,414
New +$175K 0.07% 130

Other funds holding RCL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
OH
Osiris Holdings Monaco $3.72B AUM
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

Legacy Financial Advisors's RCL Position: Q2 2026 in Review

Legacy Financial Advisors increased its Royal Caribbean (RCL) stake by 0.54% in Q2 2026, buying an estimated $3.63K and bringing the position to 2,416 shares worth $767K. The position accounts for 0.09% of the portfolio, ranked #170.

Legacy Financial Advisors first reported a position in RCL in Q4 2017 and has held it in 18 quarters since. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Legacy Financial Advisors held 2,416 shares of Royal Caribbean worth $767K as of Q2 2026.
  • Legacy Financial Advisors bought 13 Royal Caribbean shares in Q2 2026, an estimated $3.63K.
  • Royal Caribbean made up 0.09% of Legacy Financial Advisors's portfolio in Q2 2026, its #170 holding.
  • Legacy Financial Advisors first reported a position in Royal Caribbean in Q4 2017 and has held it in 18 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.