SFP
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Sterling Financial Planning’s Royal Caribbean RCL Stock Holding History

Sterling Financial Planning’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 		– Sell
-750
Closed -$209K – 123
2025
Q4 		$209K Buy
+750
New +$212K 0.06% 117
2025
Q3 		– Sell
-900
Closed -$282K – 118
2025
Q2 		$282K Buy
+900
New +$214K 0.09% 92
2025
Q1 		– Sell
-935
Closed -$216K – 112
2024
Q4 		$216K Buy
+935
New +$207K 0.08% 104
2021
Q4 		– Sell
-100
Closed -$9K – 322
2021
Q3 		$9K Hold
100
– – 0.01% 328
2021
Q2 		$9K Hold
100
– – 0.01% 311
2021
Q1 		$9K Hold
100
– – 0.01% 282
2020
Q4 		$7K Buy
+100
New +$6.97K 0.01% 281

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 $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return