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 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Osiris Holdings Monaco $3.72B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sterling Financial Planning's RCL Position: Q2 2026 in Review

Sterling Financial Planning opened a new position in Royal Caribbean (RCL) in Q2 2026: 668 shares worth $212K. The stake represents 0.06% of the portfolio and ranks #121 among its holdings. This is a return to the name: Sterling Financial Planning previously reported a position in RCL as recently as Q4 2025.

Sterling Financial Planning first reported a position in RCL in Q4 2020 and has held it in 8 quarters since. The position peaked at $282K in Q2 2025. 1,229 funds tracked by Wall St. Rank hold RCL as of Q2 2026.

Sterling Financial Planning held 668 shares of Royal Caribbean worth $212K as of Q2 2026.
Royal Caribbean was a new Sterling Financial Planning position in Q2 2026.
Royal Caribbean made up 0.06% of Sterling Financial Planning's portfolio in Q2 2026, its #121 holding.
Sterling Financial Planning first reported a position in Royal Caribbean in Q4 2020 and has held it in 8 quarters since.
Sterling Financial Planning's Royal Caribbean position peaked at $282K in Q2 2025.
1,229 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.