Montag & Associates’s Royal Caribbean RCL Stock Holding History
Bought
Maintained
Sold
Other funds holding RCL
OH
Montag & Associates's RCL Position: Q2 2026 in Review
Montag & Associates increased its Royal Caribbean (RCL) stake by 2.5% in Q2 2026, buying an estimated $1.12K and bringing the position to 164 shares worth $52.4K. The position accounts for ﹤0.01% of the portfolio, ranked #587.
Montag & Associates first reported a position in RCL in Q4 2022 and has held it in 9 quarters since. The position peaked at $73.6K in Q2 2025. 1,231 funds tracked by Wall St. Rank hold RCL as of Q2 2026.
- Montag & Associates held 164 shares of Royal Caribbean worth $52.4K as of Q2 2026.
- Montag & Associates bought 4 Royal Caribbean shares in Q2 2026, an estimated $1.12K.
- Royal Caribbean made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #587 holding.
- Montag & Associates first reported a position in Royal Caribbean in Q4 2022 and has held it in 9 quarters since.
- Montag & Associates's Royal Caribbean position peaked at $73.6K in Q2 2025.
- 1,231 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.
Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.