WWM
RCL icon

Whalen Wealth Management’s Royal Caribbean RCL Stock Holding History

Whalen Wealth Management’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
2025
Q4 		– Sell
-1,223
Closed -$396K – 226
2025
Q3 		$396K Buy
+1,223
New +$409K 0.23% 107
2025
Q2 		– Sell
-2,052
Closed -$422K – 216
2025
Q1 		$422K Buy
+2,052
New +$484K 0.28% 80

Other funds holding RCL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Whalen Wealth Management's RCL Position: Q4 2025 in Review

Whalen Wealth Management sold out of Royal Caribbean (RCL) in Q4 2025, closing a stake of 1,223 shares — an estimated $396K sold.

Whalen Wealth Management first reported a position in RCL in Q1 2025 and held it in 2 quarters. The position peaked at $422K in Q1 2025. 1,193 funds tracked by Wall St. Rank hold RCL as of Q4 2025.

  • Whalen Wealth Management reported no remaining Royal Caribbean position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 1,223 Royal Caribbean shares in Q4 2025, an estimated $396K.
  • Whalen Wealth Management first reported a position in Royal Caribbean in Q1 2025 and held it in 2 quarters.
  • Whalen Wealth Management's Royal Caribbean position peaked at $422K in Q1 2025.
  • 1,193 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.