LWM
RCL icon

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
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

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

Lyell Wealth Management's RCL Position: Q2 2026 in Review

Lyell Wealth Management held its Royal Caribbean (RCL) position steady in Q2 2026 at 1,920 shares worth $610K. The position accounts for 0.04% of the portfolio, ranked #154.

Lyell Wealth Management first reported a position in RCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $615K in Q3 2025. 1,230 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Lyell Wealth Management held 1,920 shares of Royal Caribbean worth $610K as of Q2 2026.
  • Lyell Wealth Management left its Royal Caribbean share count unchanged in Q2 2026.
  • Royal Caribbean made up 0.04% of Lyell Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Lyell Wealth Management first reported a position in Royal Caribbean in Q4 2023 and has held it in 11 quarters since.
  • Lyell Wealth Management's Royal Caribbean position peaked at $615K in Q3 2025.
  • 1,230 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.