Midwest Financial Group’s Royal Caribbean RCL Stock Holding History

Midwest Financial Group’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	$472K	Hold	1,775	–	–	0.16%	95
2026 Q2	$564K	Hold	1,775	–	–	0.2%	78
2026 Q1	$488K	Sell	1,775 -50	-3%	-$14.9K	0.21%	79
2025 Q4	$509K	Hold	1,825	–	–	0.22%	73
2025 Q3	$591K	Sell	1,825 -25	-1%	-$8.35K	0.28%	62
2025 Q2	$579K	Hold	1,850	–	–	0.3%	65
2025 Q1	$380K	Hold	1,850	–	–	0.22%	76
2024 Q4	$427K	Hold	1,850	–	–	0.25%	74
2024 Q3	$328K	Sell	1,850 -25	-1%	-$4.05K	0.19%	84
2024 Q2	$299K	Buy	1,875 +100	+6%	+$14.4K	0.19%	85
2024 Q1	$247K	Sell	1,775 -100	-5%	-$12.5K	0.17%	91
2023 Q4	$243K	Sell	1,875 -300	-14%	-$30.6K	0.18%	91
2023 Q3	$200K	Buy	2,175 +100	+5%	+$10K	0.17%	93
2023 Q2	$215K	Buy	+2,075	New	+$163K	0.18%	95

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Midwest Financial Group's RCL Position: Q3 2026 in Review

Midwest Financial Group held its Royal Caribbean (RCL) position steady in Q3 2026 at 1,775 shares worth $472K. The position accounts for 0.16% of the portfolio, ranked #95.

Midwest Financial Group first reported a position in RCL in Q2 2023 and has held it in 14 quarters since. The position peaked at $591K in Q3 2025. 662 funds tracked by Wall St. Rank hold RCL as of Q3 2026.

Midwest Financial Group held 1,775 shares of Royal Caribbean worth $472K as of Q3 2026.
Midwest Financial Group left its Royal Caribbean share count unchanged in Q3 2026.
Royal Caribbean made up 0.16% of Midwest Financial Group's portfolio in Q3 2026, its #95 holding.
Midwest Financial Group first reported a position in Royal Caribbean in Q2 2023 and has held it in 14 quarters since.
Midwest Financial Group's Royal Caribbean position peaked at $591K in Q3 2025.
662 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2026.

Based on Midwest Financial Group's 13F filing for Q3 2026, filed 15 Oct 2026.