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Optimist Retirement Group’s Royal Caribbean RCL Stock Holding History

Optimist Retirement Group’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
2025
Q4 		– Sell
-1,092
Closed -$353K – 122
2025
Q3 		$353K Sell
1,092
-256
-19% -$85.5K 0.16% 79
2025
Q2 		$422K Buy
1,348
+126
+10% +$30K 0.2% 57
2025
Q1 		$251K Sell
1,222
-35
-3% -$8.26K 0.13% 82
2024
Q4 		$290K Sell
1,257
-262
-17% -$58K 0.14% 68
2024
Q3 		$269K Sell
1,519
-42
-3% -$6.81K 0.12% 73
2024
Q2 		$249K Sell
1,561
-20
-1% -$2.88K 0.13% 70
2024
Q1 		$220K Buy
1,581
+22
+1% +$2.75K 0.11% 88
2023
Q4 		$202K Buy
+1,559
New +$159K 0.13% 69

Other funds holding RCL

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Optimist Retirement Group's RCL Position: Q4 2025 in Review

Optimist Retirement Group sold out of Royal Caribbean (RCL) in Q4 2025, closing a stake of 1,092 shares — an estimated $353K sold.

Optimist Retirement Group first reported a position in RCL in Q4 2023 and held it in 8 quarters. The position peaked at $422K in Q2 2025. 1,193 funds tracked by Wall St. Rank hold RCL as of Q4 2025.

  • Optimist Retirement Group reported no remaining Royal Caribbean position as of Q4 2025 after selling out during the quarter.
  • Optimist Retirement Group sold 1,092 Royal Caribbean shares in Q4 2025, an estimated $353K.
  • Optimist Retirement Group first reported a position in Royal Caribbean in Q4 2023 and held it in 8 quarters.
  • Optimist Retirement Group's Royal Caribbean position peaked at $422K in Q2 2025.
  • 1,193 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2025.

Based on Optimist Retirement Group's 13F filing for Q4 2025, filed 9 Feb 2026.