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Sims Investment Management’s Royal Caribbean RCL Stock Holding History

Sims 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
Q2 		$318K Hold
1,000
– – 0.1% 32
2026
Q1 		$275K Sell
1,000
-10
-1% -$2.98K 0.1% 32
2025
Q4 		$282K Sell
1,010
-20
-2% -$5.65K 0.1% 38
2025
Q3 		$333K Sell
1,030
-536
-34% -$179K 0.12% 35
2025
Q2 		$490K Buy
1,566
+66
+4% +$15.7K 0.2% 30
2025
Q1 		$308K Hold
1,500
– – 0.14% 36
2024
Q4 		$346K Buy
+1,500
New +$332K 0.2% 28

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

Sims Investment Management's RCL Position: Q2 2026 in Review

Sims Investment Management held its Royal Caribbean (RCL) position steady in Q2 2026 at 1,000 shares worth $318K. The position accounts for 0.1% of the portfolio, ranked #32.

Sims Investment Management first reported a position in RCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $490K in Q2 2025. 1,227 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

  • Sims Investment Management held 1,000 shares of Royal Caribbean worth $318K as of Q2 2026.
  • Sims Investment Management left its Royal Caribbean share count unchanged in Q2 2026.
  • Royal Caribbean made up 0.1% of Sims Investment Management's portfolio in Q2 2026, its #32 holding.
  • Sims Investment Management first reported a position in Royal Caribbean in Q4 2024 and has held it in 7 quarters since.
  • Sims Investment Management's Royal Caribbean position peaked at $490K in Q2 2025.
  • 1,227 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.