Monument Capital Management’s Royal Caribbean RCL Stock Holding History

Monument Capital 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 Q3	$405K	Sell	1,522 -2	-0.1%	-$568	0.08%	175
2026 Q2	$484K	Hold	1,524	–	–	0.1%	168
2026 Q1	$419K	Sell	1,524 -16	-1%	-$4.76K	0.11%	147
2025 Q4	$430K	Sell	1,540 -11,747	-88%	-$3.32M	0.11%	146
2025 Q3	$4.3M	Sell	13,287 -146	-1%	-$48.8K	1.07%	30
2025 Q2	$4.21M	Buy	13,433 +11,432	+571%	+$2.72M	1.1%	24
2025 Q1	$411K	Hold	2,001	–	–	0.13%	131
2024 Q4	$462K	Hold	2,001	–	–	0.13%	119
2024 Q3	$355K	Sell	2,001 -196	-9%	-$31.8K	0.1%	136
2024 Q2	$350K	Buy	2,197 +394	+22%	+$56.7K	0.1%	130
2024 Q1	$251K	Buy	1,803 +19	+1%	+$2.37K	0.07%	163
2023 Q4	$231K	Buy	+1,784	New	+$182K	0.07%	164

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Monument Capital Management's RCL Position: Q3 2026 in Review

Monument Capital Management reduced its Royal Caribbean (RCL) stake by 0.13% in Q3 2026, selling an estimated $568 and leaving 1,522 shares worth $405K. The position accounts for 0.08% of the portfolio, ranked #175.

Monument Capital Management first reported a position in RCL in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.3M in Q3 2025. 650 funds tracked by Wall St. Rank hold RCL as of Q3 2026.

Monument Capital Management held 1,522 shares of Royal Caribbean worth $405K as of Q3 2026.
Monument Capital Management sold 2 Royal Caribbean shares in Q3 2026, an estimated $568.
Royal Caribbean made up 0.08% of Monument Capital Management's portfolio in Q3 2026, its #175 holding.
Monument Capital Management first reported a position in Royal Caribbean in Q4 2023 and has held it in 12 quarters since.
Monument Capital Management's Royal Caribbean position peaked at $4.3M in Q3 2025.
650 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.