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 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

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

Midwest Financial Group's RCL Position: Q1 2026 in Review

Midwest Financial Group reduced its Royal Caribbean (RCL) stake by 2.7% in Q1 2026, selling an estimated $14.9K and leaving 1,775 shares worth $488K. The position accounts for 0.21% of the portfolio, ranked #79.

Midwest Financial Group first reported a position in RCL in Q2 2023 and has held it in 12 quarters since. The position peaked at $591K in Q3 2025. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

Midwest Financial Group held 1,775 shares of Royal Caribbean worth $488K as of Q1 2026.
Midwest Financial Group sold 50 Royal Caribbean shares in Q1 2026, an estimated $14.9K.
Royal Caribbean made up 0.21% of Midwest Financial Group's portfolio in Q1 2026, its #79 holding.
Midwest Financial Group first reported a position in Royal Caribbean in Q2 2023 and has held it in 12 quarters since.
Midwest Financial Group's Royal Caribbean position peaked at $591K in Q3 2025.
1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.