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 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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lyell Wealth Management's RCL Position: Q1 2026 in Review

Lyell Wealth Management held its Royal Caribbean (RCL) position steady in Q1 2026 at 1,920 shares worth $528K. The position accounts for 0.04% of the portfolio, ranked #149.

Lyell Wealth Management first reported a position in RCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $615K in Q3 2025. 1,170 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

Lyell Wealth Management held 1,920 shares of Royal Caribbean worth $528K as of Q1 2026.
Lyell Wealth Management left its Royal Caribbean share count unchanged in Q1 2026.
Royal Caribbean made up 0.04% of Lyell Wealth Management's portfolio in Q1 2026, its #149 holding.
Lyell Wealth Management first reported a position in Royal Caribbean in Q4 2023 and has held it in 10 quarters since.
Lyell Wealth Management's Royal Caribbean position peaked at $615K in Q3 2025.
1,170 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.