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Rothschild Investment LLC’s Royal Caribbean RCL Stock Holding History

Rothschild Investment LLC’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 		$407K Sell
1,283
-393
-23% -$110K 0.02% 667
2026
Q1 		$461K Buy
1,676
+486
+41% +$145K 0.02% 422
2025
Q4 		$332K Buy
1,190
+8
+0.7% +$2.26K 0.02% 473
2025
Q3 		$382K Buy
1,182
+1
+0.1% +$334 0.02% 416
2025
Q2 		$370K Buy
1,181
+25
+2% +$5.95K 0.02% 395
2025
Q1 		$237K Buy
1,156
+50
+5% +$11.8K 0.02% 465
2024
Q4 		$255K Buy
1,106
+8
+0.7% +$1.77K 0.02% 450
2024
Q3 		$195K Buy
1,098
+22
+2% +$3.56K 0.01% 517
2024
Q2 		$172K Buy
1,076
+327
+44% +$47K 0.01% 521
2024
Q1 		$104K Buy
749
+22
+3% +$2.75K 0.01% 594
2023
Q4 		$94.1K Buy
+727
New +$74.1K 0.01% 542
2020
Q1 		– Sell
-78,995
Closed -$10.5M – 453
2019
Q4 		$10.5M Sell
78,995
-700
-0.9% -$81.6K 1.05% 19
2019
Q3 		$8.63M Buy
79,695
+2,055
+3% +$226K 1.01% 27
2019
Q2 		$9.41M Sell
77,640
-12,300
-14% -$1.5M 1.11% 19
2019
Q1 		$10.3M Buy
89,940
+9,135
+11% +$1.04M 1.21% 18
2018
Q4 		$7.9M Buy
80,805
+1,185
+1% +$130K 1.06% 23
2018
Q3 		$10.3M Sell
79,620
-315
-0.4% -$36.9K 1.22% 19
2018
Q2 		$8.28M Buy
79,935
+8,890
+13% +$977K 1.04% 26
2018
Q1 		$8.37M Buy
71,045
+2,255
+3% +$285K 1.07% 27
2017
Q4 		$8.21M Buy
68,790
+215
+0.3% +$26.6K 0.89% 34
2017
Q3 		$8.13M Sell
68,575
-3,325
-5% -$389K 0.92% 32
2017
Q2 		$7.85M Sell
71,900
-13,525
-16% -$1.44M 0.89% 31
2017
Q1 		$8.38M Sell
85,425
-12,150
-12% -$1.14M 0.98% 24
2016
Q4 		$8.01M Buy
97,575
+150
+0.2% +$11.8K 0.96% 24
2016
Q3 		$7.3M Buy
97,425
+3,850
+4% +$271K 0.89% 26
2016
Q2 		$6.28M Buy
93,575
+18,500
+25% +$1.42M 0.8% 32
2016
Q1 		$6.17M Buy
+75,075
New +$5.86M 0.79% 31

Other funds holding RCL

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Rothschild Investment LLC's RCL Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Royal Caribbean (RCL) stake by 23% in Q2 2026, selling an estimated $110K and leaving 1,283 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #667.

Rothschild Investment LLC first reported a position in RCL in Q1 2016 and has held it in 27 quarters since. The position peaked at $10.5M in Q4 2019. 608 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Rothschild Investment LLC held 1,283 shares of Royal Caribbean worth $407K as of Q2 2026.
  • Rothschild Investment LLC sold 393 Royal Caribbean shares in Q2 2026, an estimated $110K.
  • Royal Caribbean made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #667 holding.
  • Rothschild Investment LLC first reported a position in Royal Caribbean in Q1 2016 and has held it in 27 quarters since.
  • Rothschild Investment LLC's Royal Caribbean position peaked at $10.5M in Q4 2019.
  • 608 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.