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LRI Investments’s Royal Caribbean RCL Stock Holding History

LRI Investments’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 		$26.4K Buy
83
+47
+131% +$13.1K ﹤0.01% 695
2026
Q1 		$9.91K Hold
36
– – ﹤0.01% 889
2025
Q4 		$10K Sell
36
-208
-85% -$58.8K ﹤0.01% 867
2025
Q3 		$78.8K Sell
244
-289
-54% -$96.6K 0.01% 468
2025
Q2 		$167K Buy
533
+69
+15% +$16.4K 0.01% 323
2025
Q1 		$95.3K Buy
464
+287
+162% +$67.7K 0.01% 429
2024
Q4 		$40.9K Hold
177
– – ﹤0.01% 553
2024
Q3 		$41.3K Buy
+177
New +$28.7K ﹤0.01% 536

Other funds holding RCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

LRI Investments's RCL Position: Q2 2026 in Review

LRI Investments increased its Royal Caribbean (RCL) stake by 131% in Q2 2026, buying an estimated $13.1K and bringing the position to 83 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

LRI Investments first reported a position in RCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $167K in Q2 2025. 483 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • LRI Investments held 83 shares of Royal Caribbean worth $26.4K as of Q2 2026.
  • LRI Investments bought 47 Royal Caribbean shares in Q2 2026, an estimated $13.1K.
  • Royal Caribbean made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #695 holding.
  • LRI Investments first reported a position in Royal Caribbean in Q3 2024 and has held it in 8 quarters since.
  • LRI Investments's Royal Caribbean position peaked at $167K in Q2 2025.
  • 483 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.