BGC
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Beutel, Goodman & Co’s Carlyle Group CG Stock Holding History

Beutel, Goodman & Co’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.5M Sell
1,270,059
-248,933
-16% -$11.7M 0.39% 57
2026
Q1 		$73.5M Sell
1,518,992
-916,145
-38% -$50.5M 0.5% 55
2025
Q4 		$144M Sell
2,435,137
-187,075
-7% -$10.6M 0.88% 49
2025
Q3 		$164M Sell
2,622,212
-149,418
-5% -$9.33M 0.99% 47
2025
Q2 		$142M Sell
2,771,630
-81,569
-3% -$3.51M 0.81% 47
2025
Q1 		$124M Buy
2,853,199
+12,127
+0.4% +$601K 0.72% 51
2024
Q4 		$143M Sell
2,841,072
-1,446,522
-34% -$73.3M 0.78% 54
2024
Q3 		$185M Sell
4,287,594
-45,035
-1% -$1.89M 0.91% 51
2024
Q2 		$174M Buy
4,332,629
+15,810
+0.4% +$683K 0.92% 50
2024
Q1 		$203M Sell
4,316,819
-2,912
-0.1% -$126K 1.04% 47
2023
Q4 		$176M Sell
4,319,731
-15,590
-0.4% -$513K 0.93% 49
2023
Q3 		$131M Sell
4,335,321
-290
-0% -$9.34K 0.77% 49
2023
Q2 		$139M Buy
4,335,611
+92,251
+2% +$2.69M 0.78% 49
2023
Q1 		$132M Buy
4,243,360
+98,175
+2% +$3.28M 0.77% 50
2022
Q4 		$124M Buy
4,145,185
+27,365
+0.7% +$781K 0.75% 49
2022
Q3 		$106M Buy
+4,117,820
New +$136M 0.72% 48

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Beutel, Goodman & Co's CG Position: Q2 2026 in Review

Beutel, Goodman & Co reduced its Carlyle Group (CG) stake by 16% in Q2 2026, selling an estimated $11.7M and leaving 1,270,059 shares worth $53.5M. The position accounts for 0.39% of the portfolio, ranked #57.

Beutel, Goodman & Co first reported a position in CG in Q3 2022 and has held it in 16 quarters since. The position peaked at $203M in Q1 2024. 586 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Beutel, Goodman & Co held 1,270,059 shares of Carlyle Group worth $53.5M as of Q2 2026.
  • Beutel, Goodman & Co sold 248,933 Carlyle Group shares in Q2 2026, an estimated $11.7M.
  • Carlyle Group made up 0.39% of Beutel, Goodman & Co's portfolio in Q2 2026, its #57 holding.
  • Beutel, Goodman & Co first reported a position in Carlyle Group in Q3 2022 and has held it in 16 quarters since.
  • Beutel, Goodman & Co's Carlyle Group position peaked at $203M in Q1 2024.
  • 586 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Beutel, Goodman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.