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Lokken Investment Group’s Royal Caribbean RCL Stock Holding History

Lokken Investment Group’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
Q3 		$345K Buy
1,066
+355
+50% +$119K 0.12% 106
2025
Q2 		$223K Buy
+711
New +$169K 0.09% 124

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

Lokken Investment Group's RCL Position: Q3 2025 in Review

Lokken Investment Group increased its Royal Caribbean (RCL) stake by 50% in Q3 2025, buying an estimated $119K and bringing the position to 1,066 shares worth $345K. The position accounts for 0.12% of the portfolio, ranked #106.

Lokken Investment Group first reported a position in RCL in Q2 2025 and has held it in 2 quarters since. 1,192 funds tracked by Wall St. Rank hold RCL as of Q3 2025.

  • Lokken Investment Group held 1,066 shares of Royal Caribbean worth $345K as of Q3 2025.
  • Lokken Investment Group bought 355 Royal Caribbean shares in Q3 2025, an estimated $119K.
  • Royal Caribbean made up 0.12% of Lokken Investment Group's portfolio in Q3 2025, its #106 holding.
  • Lokken Investment Group first reported a position in Royal Caribbean in Q2 2025 and has held it in 2 quarters since.
  • 1,192 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.