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Pacific Excel Wealth Advisors’s Royal Caribbean RCL Stock Holding History

Pacific Excel Wealth 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
Q2 		– Sell
-1,261
Closed -$347K – 298
2026
Q1 		$347K Buy
1,261
+504
+67% +$150K 0.36% 86
2025
Q4 		$213K Buy
+757
New +$214K 0.4% 85

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
OH
Osiris Holdings Monaco $3.72B 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

Pacific Excel Wealth Advisors's RCL Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of Royal Caribbean (RCL) in Q2 2026, closing a stake of 1,261 shares — an estimated $347K sold.

Pacific Excel Wealth Advisors first reported a position in RCL in Q4 2025 and held it in 2 quarters. The position peaked at $347K in Q1 2026. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining Royal Caribbean position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 1,261 Royal Caribbean shares in Q2 2026, an estimated $347K.
  • Pacific Excel Wealth Advisors first reported a position in Royal Caribbean in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's Royal Caribbean position peaked at $347K in Q1 2026.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.