Lyell Wealth Management’s Royal Caribbean RCL Stock Holding History

Lyell Wealth Management’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 Q3	$594K	Buy	2,235 +315	+16%	+$89.4K	0.04%	161
2026 Q2	$610K	Hold	1,920	–	–	0.04%	154
2026 Q1	$528K	Hold	1,920	–	–	0.04%	149
2025 Q4	$536K	Buy	1,920 +20	+1%	+$5.65K	0.04%	146
2025 Q3	$615K	Hold	1,900	–	–	0.05%	142
2025 Q2	$595K	Hold	1,900	–	–	0.05%	143
2025 Q1	$390K	Hold	1,900	–	–	0.04%	155
2024 Q4	$438K	Sell	1,900 -167	-8%	-$37K	0.04%	147
2024 Q3	$367K	Hold	2,067	–	–	0.03%	166
2024 Q2	$330K	Buy	2,067 +167	+9%	+$24K	0.03%	162
2024 Q1	$264K	Hold	1,900	–	–	0.03%	174
2023 Q4	$246K	Buy	+1,900	New	+$194K	0.03%	174

Other funds holding RCL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Lyell Wealth Management's RCL Position: Q3 2026 in Review

Lyell Wealth Management increased its Royal Caribbean (RCL) stake by 16% in Q3 2026, buying an estimated $89.4K and bringing the position to 2,235 shares worth $594K. The position accounts for 0.04% of the portfolio, ranked #161.

Lyell Wealth Management first reported a position in RCL in Q4 2023 and has held it in 12 quarters since. The position peaked at $615K in Q3 2025. 656 funds tracked by Wall St. Rank hold RCL as of Q3 2026.

Lyell Wealth Management held 2,235 shares of Royal Caribbean worth $594K as of Q3 2026.
Lyell Wealth Management bought 315 Royal Caribbean shares in Q3 2026, an estimated $89.4K.
Royal Caribbean made up 0.04% of Lyell Wealth Management's portfolio in Q3 2026, its #161 holding.
Lyell Wealth Management first reported a position in Royal Caribbean in Q4 2023 and has held it in 12 quarters since.
Lyell Wealth Management's Royal Caribbean position peaked at $615K in Q3 2025.
656 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.