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Marshall Investment Management’s Royal Caribbean RCL Stock Holding History

Marshall Investment 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 		$32.7K Buy
103
+3
+3% +$839 0.01% 149
2026
Q1 		$27.5K Buy
+100
New +$29.8K 0.01% 144
2025
Q2 		– Sell
-100
Closed -$20.5K – 179
2025
Q1 		$20.5K Buy
+100
New +$23.6K 0.01% 142

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

Marshall Investment Management's RCL Position: Q2 2026 in Review

Marshall Investment Management increased its Royal Caribbean (RCL) stake by 3% in Q2 2026, buying an estimated $839 and bringing the position to 103 shares worth $32.7K. The position accounts for 0.01% of the portfolio, ranked #149.

Marshall Investment Management first reported a position in RCL in Q1 2025 and has held it in 3 quarters since. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Marshall Investment Management held 103 shares of Royal Caribbean worth $32.7K as of Q2 2026.
  • Marshall Investment Management bought 3 Royal Caribbean shares in Q2 2026, an estimated $839.
  • Royal Caribbean made up 0.01% of Marshall Investment Management's portfolio in Q2 2026, its #149 holding.
  • Marshall Investment Management first reported a position in Royal Caribbean in Q1 2025 and has held it in 3 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.