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Mount Lucas Management’s Royal Caribbean RCL Stock Holding History

Mount Lucas 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
Q1 		– Sell
-1,950
Closed -$544K – 201
2025
Q4 		$544K Sell
1,950
-30
-2% -$8.47K 0.22% 142
2025
Q3 		$641K Sell
1,980
-156
-7% -$52.1K 0.26% 130
2025
Q2 		$669K Sell
2,136
-3,172
-60% -$755K 0.29% 119
2025
Q1 		$1.09M Sell
5,308
-541
-9% -$128K 0.35% 69
2024
Q4 		$1.35M Sell
5,849
-1,224
-17% -$271K 0.47% 52
2024
Q3 		$1.25M Buy
7,073
+182
+3% +$29.5K 0.43% 61
2024
Q2 		$1.1M Sell
6,891
-1,846
-21% -$265K 0.31% 79
2024
Q1 		$1.21M Sell
8,737
-783
-8% -$97.8K 0.33% 82
2023
Q4 		$1.23M Buy
9,520
+3,974
+72% +$405K 0.35% 82
2023
Q3 		$511K Sell
5,546
-717
-11% -$71.8K 0.18% 106
2023
Q2 		$650K Buy
+6,263
New +$491K 0.22% 107

Other funds holding RCL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Lucas Management's RCL Position: Q1 2026 in Review

Mount Lucas Management sold out of Royal Caribbean (RCL) in Q1 2026, closing a stake of 1,950 shares — an estimated $544K sold.

Mount Lucas Management first reported a position in RCL in Q2 2023 and held it in 11 quarters. The position peaked at $1.35M in Q4 2024. 1,176 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • Mount Lucas Management reported no remaining Royal Caribbean position as of Q1 2026 after selling out during the quarter.
  • Mount Lucas Management sold 1,950 Royal Caribbean shares in Q1 2026, an estimated $544K.
  • Mount Lucas Management first reported a position in Royal Caribbean in Q2 2023 and held it in 11 quarters.
  • Mount Lucas Management's Royal Caribbean position peaked at $1.35M in Q4 2024.
  • 1,176 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.