Vault-13

AMERICAN FUNDS CAPITAL WORLD GR&INC A CWGIX

LOAD EQUITY FUND · Open-End Fund · CUSIP 140543109

4 institutional holders -1 vs Q1 2026
17,11217.1k shares reported held*
$1.4mreported value*
1 new 0 added 1 reduced 1 sold out net sold ≈ $2.0m (-25.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $81.71.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0246Q3 22: 2Q4 22: 4Q1 23: 4Q2 23: 4Q3 23: 4Q4 23: 5Q1 24: 4Q2 24: 4Q3 24: 3Q4 24: 3Q1 25: 3Q2 25: 5Q3 25: 3Q4 25: 5Q1 26: 5Q2 26: 44Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20222
Q4 20224
Q1 20234
Q2 20234
Q3 20234
Q4 20235
Q1 20244
Q2 20244
Q3 20243
Q4 20243
Q1 20253
Q2 20255
Q3 20253
Q4 20255
Q1 20265
Q2 20264

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
505Q3 24: 0 bought or addedQ3 24: 4 cut or sold outQ4 24: 2 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 2 bought or addedQ1 25: 1 cut or sold outQ2 25: 4 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 2 bought or addedQ3 25: 2 cut or sold outQ4 25: 5 bought or addedQ4 25: 0 cut or sold outQ4 25Q1 26: 4 bought or addedQ1 26: 1 cut or sold outQ2 26: 1 bought or addedQ2 26: 2 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202404
Q4 202421
Q1 202521
Q2 202541
Q3 202522
Q4 202550
Q1 202641
Q2 202612

Biggest buyers

Vermillion Wealth Management, Inc. New +1,344+1.3k

Biggest sellers

BECK MACK & OLIVER LLC Sold out -26,108-26.1k
Westside Investment Management, Inc. Reduced -274-274

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Coston, McIsaac & Partners 0.19% of their portfolio BAR HARBOR, ME 11,60311.6k $948.0k $948.0k 0.19% Unchanged
2 Westside Investment Management, Inc. 0.04% of their portfolio SANTA MONICA, CA 3,6973.7k $302.2k $302.2k 0.04% Reduced -274 -274
3 Vermillion Wealth Management, Inc. 0.03% of their portfolio ROSEMOUNT, MN 1,3441.3k $109.8k $109.8k 0.03% New
4 Financial Gravity Companies, Inc. 0.01% of their portfolio Lakeway, TX 468468 $38.2k $38.2k 0.01% First filing