Position in RCL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$144,158
-$39,937 QoQ
Shares Held
454
-32.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#967
of 1,220 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RCL Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026Caldwell Trust Co holds $189,317 across 3 Travel Services names. RCL ranks #1 (76.1% of the industry book) .
All Filings in RCL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,158 | 454 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $184,095 | 669 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $191,339 | 686 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $402,209 | 1,243 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $568,662 | 1,816 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $313,912 | 1,528 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $307,971 | 1,335 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $76,619 | 432 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $47,829 | 300 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $41,703 | 300 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $38,847 | 300 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $27,642 | 300 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $31,122 | 300 | Shares | Sole | 2025-10-01 | |
| No filing history on record for this holder in this stock. | ||||||