Moneta Group Investment Advisors’s Royal Caribbean RCL Stock Holding History

Moneta Group Investment Advisors’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	$770K	Sell	2,425 -97	-4%	-$27.1K	0.01%	457
2026 Q1	$694K	Sell	2,522 -44	-2%	-$13.1K	0.01%	432
2025 Q4	$716K	Sell	2,566 -104	-4%	-$29.4K	0.01%	424
2025 Q3	$864K	Sell	2,670 -86	-3%	-$28.7K	0.01%	378
2025 Q2	$863K	Sell	2,756 -273	-9%	-$65K	0.01%	330
2025 Q1	$622K	Buy	3,029 +277	+10%	+$65.4K	0.01%	368
2024 Q4	$635K	Buy	2,752 +24	+0.9%	+$5.32K	0.01%	353
2024 Q3	$484K	Sell	2,728 -86	-3%	-$13.9K	0.01%	409
2024 Q2	$449K	Buy	2,814 +6	+0.2%	+$863	0.01%	409
2024 Q1	$390K	Buy	+2,808	New	+$351K	0.01%	425
2023 Q3	–	Sell	-2,154	Closed	-$223K	–	555
2023 Q2	$223K	Buy	+2,154	New	+$169K	﹤0.01%	484
2018 Q2	–	Sell	-92	Closed	-$11K	–	584
2018 Q1	$11K	Buy	92 +89	+2,967%	+$11.2K	﹤0.01%	454
2017 Q4	$0	Buy	+3	New	+$371	﹤0.01%	536

Other funds holding RCL

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Osiris Holdings Monaco $3.72B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Moneta Group Investment Advisors's RCL Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Royal Caribbean (RCL) stake by 3.8% in Q2 2026, selling an estimated $27.1K and leaving 2,425 shares worth $770K. The position accounts for 0.01% of the portfolio, ranked #457.

Moneta Group Investment Advisors first reported a position in RCL in Q4 2017 and has held it in 13 quarters since. The position peaked at $864K in Q3 2025. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

Moneta Group Investment Advisors held 2,425 shares of Royal Caribbean worth $770K as of Q2 2026.
Moneta Group Investment Advisors sold 97 Royal Caribbean shares in Q2 2026, an estimated $27.1K.
Royal Caribbean made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #457 holding.
Moneta Group Investment Advisors first reported a position in Royal Caribbean in Q4 2017 and has held it in 13 quarters since.
Moneta Group Investment Advisors's Royal Caribbean position peaked at $864K in Q3 2025.
1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.