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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
Q2 		$554K Buy
1,745
+9
+0.5% +$2.52K 0.05% 203
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 $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

Pinnacle Wealth Planning Services's RCL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Royal Caribbean (RCL) stake by 0.52% in Q2 2026, buying an estimated $2.52K and bringing the position to 1,745 shares worth $554K. The position accounts for 0.05% of the portfolio, ranked #203.

Pinnacle Wealth Planning Services first reported a position in RCL in Q4 2020 and has held it in 14 quarters since. The position peaked at $577K in Q2 2025. 1,229 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,745 shares of Royal Caribbean worth $554K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 9 Royal Caribbean shares in Q2 2026, an estimated $2.52K.
  • Royal Caribbean made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #203 holding.
  • Pinnacle Wealth Planning Services first reported a position in Royal Caribbean in Q4 2020 and has held it in 14 quarters since.
  • Pinnacle Wealth Planning Services's Royal Caribbean position peaked at $577K in Q2 2025.
  • 1,229 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.