Plato Investment Management’s Royal Caribbean RCL Stock Holding History

Plato Investment Management’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	$2.2K	Sell	8 -67	-89%	-$20K	﹤0.01%	496
2025 Q4	$21K	Sell	75 -707	-90%	-$200K	﹤0.01%	456
2025 Q3	$251K	Hold	782	–	–	0.02%	383
2025 Q2	$244K	Buy	782 +75	+11%	+$17.9K	0.02%	394
2025 Q1	$147K	Sell	707 -1,463	-67%	-$345K	0.01%	404
2024 Q4	$502K	Buy	2,170 +2,023	+1,376%	+$448K	0.04%	336
2024 Q3	$26K	Buy	+147	New	+$23.8K	﹤0.01%	471
2024 Q1	–	Sell	-18	Closed	-$2.33K	–	511
2023 Q4	$2.33K	Buy	+18	New	+$1.83K	﹤0.01%	406

Other funds holding RCL

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Plato Investment Management's RCL Position: Q1 2026 in Review

Plato Investment Management reduced its Royal Caribbean (RCL) stake by 89% in Q1 2026, selling an estimated $20K and leaving 8 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Plato Investment Management first reported a position in RCL in Q4 2023 and has held it in 8 quarters since. The position peaked at $502K in Q4 2024. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

Plato Investment Management held 8 shares of Royal Caribbean worth $2.2K as of Q1 2026.
Plato Investment Management sold 67 Royal Caribbean shares in Q1 2026, an estimated $20K.
Royal Caribbean made up ﹤0.01% of Plato Investment Management's portfolio in Q1 2026, its #496 holding.
Plato Investment Management first reported a position in Royal Caribbean in Q4 2023 and has held it in 8 quarters since.
Plato Investment Management's Royal Caribbean position peaked at $502K in Q4 2024.
1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.