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Waverly Advisors’s Royal Caribbean RCL Stock Holding History

Waverly Advisors’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 		$1.51M Buy
5,470
+507
+10% +$151K 0.01% 706
2025
Q4 		$1.38M Buy
4,963
+2,978
+150% +$841K 0.01% 675
2025
Q3 		$642K Buy
1,985
+33
+2% +$11K 0.01% 771
2025
Q2 		$611K Sell
1,952
-2
-0.1% -$476 0.01% 752
2025
Q1 		$401K Buy
1,954
+447
+30% +$106K ﹤0.01% 834
2024
Q4 		$348K Buy
+1,507
New +$334K 0.01% 781

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 $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors's RCL Position: Q1 2026 in Review

Waverly Advisors increased its Royal Caribbean (RCL) stake by 10% in Q1 2026, buying an estimated $151K and bringing the position to 5,470 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #706.

Waverly Advisors first reported a position in RCL in Q4 2024 and has held it in 6 quarters since. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • Waverly Advisors held 5,470 shares of Royal Caribbean worth $1.51M as of Q1 2026.
  • Waverly Advisors bought 507 Royal Caribbean shares in Q1 2026, an estimated $151K.
  • Royal Caribbean made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #706 holding.
  • Waverly Advisors first reported a position in Royal Caribbean in Q4 2024 and has held it in 6 quarters since.
  • 1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.