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Pinnacle Wealth Planning Services’s Royal Caribbean RCL Stock Holding History

Pinnacle Wealth Planning Services’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 		$478K Buy
1,736
+221
+15% +$65.8K 0.05% 220
2025
Q4 		$423K Sell
1,515
-96
-6% -$27.1K 0.04% 242
2025
Q3 		$521K Sell
1,611
-232
-13% -$77.5K 0.06% 202
2025
Q2 		$577K Buy
1,843
+326
+21% +$77.6K 0.08% 168
2025
Q1 		$312K Sell
1,517
-17
-1% -$4.01K 0.05% 251
2024
Q4 		$354K Sell
1,534
-631
-29% -$140K 0.05% 217
2024
Q3 		$384K Sell
2,165
-12
-0.6% -$1.95K 0.05% 239
2024
Q2 		$347K Sell
2,177
-4
-0.2% -$575 0.05% 251
2024
Q1 		$303K Sell
2,181
-2
-0.1% -$250 0.04% 292
2023
Q4 		$283K Sell
2,183
-12
-0.5% -$1.22K 0.04% 288
2023
Q3 		$202K Sell
2,195
-10
-0.5% -$1K 0.03% 368
2023
Q2 		$229K Buy
+2,205
New +$173K 0.04% 333
2021
Q1 		– Sell
-680
Closed -$51K – 1579
2020
Q4 		$51K Buy
+680
New +$47.4K 0.01% 784

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

Pinnacle Wealth Planning Services's RCL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Royal Caribbean (RCL) stake by 15% in Q1 2026, buying an estimated $65.8K and bringing the position to 1,736 shares worth $478K. The position accounts for 0.05% of the portfolio, ranked #220.

Pinnacle Wealth Planning Services first reported a position in RCL in Q4 2020 and has held it in 13 quarters since. The position peaked at $577K in Q2 2025. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,736 shares of Royal Caribbean worth $478K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 221 Royal Caribbean shares in Q1 2026, an estimated $65.8K.
  • Royal Caribbean made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #220 holding.
  • Pinnacle Wealth Planning Services first reported a position in Royal Caribbean in Q4 2020 and has held it in 13 quarters since.
  • Pinnacle Wealth Planning Services's Royal Caribbean position peaked at $577K in Q2 2025.
  • 1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.