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Mount Yale Investment Advisors’s Royal Caribbean RCL Stock Holding History

Mount Yale 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
Q1 		$5.41M Buy
19,579
+4,315
+28% +$1.28M 0.13% 174
2025
Q4 		$4.27M Buy
15,264
+9,802
+179% +$2.77M 0.21% 110
2025
Q3 		$1.77M Buy
5,462
+5,020
+1,136% +$1.68M 0.12% 177
2025
Q2 		$139K Buy
+442
New +$105K 0.01% 603
2024
Q1 		– Sell
-13,784
Closed -$1.78M – 558
2023
Q4 		$1.78M Sell
13,784
-535
-4% -$54.5K 0.17% 132
2023
Q3 		$1.32M Buy
14,319
+214
+2% +$21.4K 0.14% 150
2023
Q2 		$1.46M Sell
14,105
-4,068
-22% -$319K 0.16% 140
2023
Q1 		$1.19M Sell
18,173
-1,458
-7% -$96.2K 0.13% 159
2022
Q4 		$970K Buy
19,631
+711
+4% +$37.3K 0.11% 188
2022
Q3 		$717K Buy
18,920
+1,339
+8% +$54.2K 0.1% 219
2022
Q2 		$614K Buy
17,581
+3,894
+28% +$242K 0.08% 252
2022
Q1 		$1.15M Buy
13,687
+1,137
+9% +$89.5K 0.12% 177
2021
Q4 		$965K Buy
12,550
+15
+0.1% +$1.22K 0.1% 207
2021
Q3 		$1.11M Buy
12,535
+221
+2% +$17.9K 0.13% 178
2021
Q2 		$1.05M Sell
12,314
-140
-1% -$12.2K 0.13% 170
2021
Q1 		$1.07M Buy
12,454
+529
+4% +$41.9K 0.14% 155
2020
Q4 		$891K Buy
11,925
+57
+0.5% +$3.97K 0.13% 180
2020
Q3 		$768K Buy
11,868
+114
+1% +$6.71K 0.11% 184
2020
Q2 		$591K Buy
+11,754
New +$532K 0.11% 205
2020
Q1 		– Sell
-3,376
Closed -$395K – 328
2019
Q4 		$395K Buy
3,376
+3
+0.1% +$350 0.07% 249
2019
Q3 		$384K Buy
+3,373
New +$371K 0.07% 234
2018
Q4 		– Sell
-945
Closed -$103K – 667
2018
Q3 		$103K Buy
945
+677
+253% +$79.3K 0.02% 434
2018
Q2 		$28K Buy
268
+8
+3% +$879 0.01% 732
2018
Q1 		$31K Buy
+260
New +$32.8K 0.01% 703

Other funds holding RCL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's RCL Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Royal Caribbean (RCL) stake by 28% in Q1 2026, buying an estimated $1.28M and bringing the position to 19,579 shares worth $5.41M. The position accounts for 0.13% of the portfolio, ranked #174.

Mount Yale Investment Advisors first reported a position in RCL in Q1 2018 and has held it in 24 quarters since. 1,172 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • Mount Yale Investment Advisors held 19,579 shares of Royal Caribbean worth $5.41M as of Q1 2026.
  • Mount Yale Investment Advisors bought 4,315 Royal Caribbean shares in Q1 2026, an estimated $1.28M.
  • Royal Caribbean made up 0.13% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #174 holding.
  • Mount Yale Investment Advisors first reported a position in Royal Caribbean in Q1 2018 and has held it in 24 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.