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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Monument Capital Management's RCL Position: Q2 2026 in Review

Monument Capital Management held its Royal Caribbean (RCL) position steady in Q2 2026 at 1,524 shares worth $484K. The position accounts for 0.1% of the portfolio, ranked #168.

Monument Capital Management first reported a position in RCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.3M in Q3 2025. 483 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

Monument Capital Management held 1,524 shares of Royal Caribbean worth $484K as of Q2 2026.
Monument Capital Management left its Royal Caribbean share count unchanged in Q2 2026.
Royal Caribbean made up 0.1% of Monument Capital Management's portfolio in Q2 2026, its #168 holding.
Monument Capital Management first reported a position in Royal Caribbean in Q4 2023 and has held it in 11 quarters since.
Monument Capital Management's Royal Caribbean position peaked at $4.3M in Q3 2025.
483 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.