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 Q3	–	Sell	-668	Closed	-$212K	–	126
2026 Q2	$212K	Buy	+668	New	+$187K	0.06%	121
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	–	321
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $159B AUM 35.54% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Sterling Financial Planning's RCL Position: Q3 2026 in Review

Sterling Financial Planning sold out of Royal Caribbean (RCL) in Q3 2026, closing a stake of 668 shares — an estimated $212K sold.

Sterling Financial Planning first reported a position in RCL in Q4 2020 and held it in 8 quarters. The position peaked at $282K in Q2 2025. 730 funds tracked by Wall St. Rank hold RCL as of Q3 2026.

Sterling Financial Planning reported no remaining Royal Caribbean position as of Q3 2026 after selling out during the quarter.
Sterling Financial Planning sold 668 Royal Caribbean shares in Q3 2026, an estimated $212K.
Sterling Financial Planning first reported a position in Royal Caribbean in Q4 2020 and held it in 8 quarters.
Sterling Financial Planning's Royal Caribbean position peaked at $282K in Q2 2025.
730 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2026.

Based on Sterling Financial Planning's 13F filing for Q3 2026, filed 28 Oct 2026.