Waterloo Capital’s Royal Caribbean RCL Stock Holding History

Waterloo Capital’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	$337K	Buy	1,225 +34	+3%	+$10.1K	0.02%	376
2025 Q4	$332K	Buy	1,191 +34	+3%	+$9.6K	0.02%	363
2025 Q3	$375K	Sell	1,157 -235	-17%	-$78.5K	0.03%	328
2025 Q2	$436K	Buy	+1,392	New	+$331K	0.04%	293
2025 Q1	–	Sell	-886	Closed	-$204K	–	413
2024 Q4	$204K	Sell	886 -357	-29%	-$79.1K	0.02%	351
2024 Q3	$220K	Sell	1,243 -609	-33%	-$98.7K	0.02%	332
2024 Q2	$295K	Buy	+1,852	New	+$266K	0.04%	294
2024 Q1	–	Sell	-1,642	Closed	-$213K	–	393
2023 Q4	$213K	Buy	+1,642	New	+$167K	0.03%	352
2023 Q3	–	Sell	-2,421	Closed	-$251K	–	226
2023 Q2	$251K	Buy	+2,421	New	+$190K	0.07%	155

Other funds holding RCL

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Waterloo Capital's RCL Position: Q1 2026 in Review

Waterloo Capital increased its Royal Caribbean (RCL) stake by 2.9% in Q1 2026, buying an estimated $10.1K and bringing the position to 1,225 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #376.

Waterloo Capital first reported a position in RCL in Q2 2023 and has held it in 9 quarters since. The position peaked at $436K in Q2 2025. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

Waterloo Capital held 1,225 shares of Royal Caribbean worth $337K as of Q1 2026.
Waterloo Capital bought 34 Royal Caribbean shares in Q1 2026, an estimated $10.1K.
Royal Caribbean made up 0.02% of Waterloo Capital's portfolio in Q1 2026, its #376 holding.
Waterloo Capital first reported a position in Royal Caribbean in Q2 2023 and has held it in 9 quarters since.
Waterloo Capital's Royal Caribbean position peaked at $436K in Q2 2025.
1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.