Capital International Investors
CG icon

Capital International Investors’s Carlyle Group CG Stock Holding History

Capital International Investors’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
Q1 		– Sell
-1,713,670
Closed -$101M – 444
2025
Q4 		$101M Buy
1,713,670
+8,152
+0.5% +$463K 0.02% 297
2025
Q3 		$107M Sell
1,705,518
-370,256
-18% -$23.1M 0.02% 289
2025
Q2 		$107M Buy
2,075,774
+15,989
+0.8% +$689K 0.02% 275
2025
Q1 		$89.8M Buy
2,059,785
+6,321
+0.3% +$313K 0.02% 288
2024
Q4 		$104M Buy
2,053,464
+3,190
+0.2% +$162K 0.02% 280
2024
Q3 		$88.3M Sell
2,050,274
-359,715
-15% -$15.1M 0.02% 288
2024
Q2 		$96.8M Sell
2,409,989
-627,970
-21% -$27.1M 0.02% 270
2024
Q1 		$143M Buy
+3,037,959
New +$131M 0.03% 246

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Capital International Investors's CG Position: Q1 2026 in Review

Capital International Investors sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 1,713,670 shares — an estimated $101M sold.

Capital International Investors first reported a position in CG in Q1 2024 and held it in 8 quarters. The position peaked at $143M in Q1 2024. 603 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Capital International Investors reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • Capital International Investors sold 1,713,670 Carlyle Group shares in Q1 2026, an estimated $101M.
  • Capital International Investors first reported a position in Carlyle Group in Q1 2024 and held it in 8 quarters.
  • Capital International Investors's Carlyle Group position peaked at $143M in Q1 2024.
  • 603 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Capital International Investors's 13F filing for Q1 2026, filed 13 May 2026.