Capital World Investors’s Burlington BURL Stock Holding History

Capital World Investors’s Portfolio BURL Stock Details BURL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$292M	Buy	+896,117	New	+$274M	0.04%	259
2022 Q3	–	Sell	-666,992	Closed	-$90.9M	–	552
2022 Q2	$90.9M	Sell	666,992 -602,194	-47%	-$109M	0.02%	340
2022 Q1	$231M	Sell	1,269,186 -733	-0.1%	-$161K	0.04%	285
2021 Q4	$370M	Sell	1,269,919 -45,174	-3%	-$12.7M	0.06%	247
2021 Q3	$373M	Buy	1,315,093 +210	+0%	+$67.1K	0.06%	242
2021 Q2	$423M	Sell	1,314,883 -98,790	-7%	-$31.4M	0.07%	231
2021 Q1	$422M	Sell	1,413,673 -431,565	-23%	-$117M	0.08%	216
2020 Q4	$483M	Sell	1,845,238 -848,842	-32%	-$189M	0.09%	200
2020 Q3	$555M	Sell	2,694,080 -510,014	-16%	-$99.3M	0.12%	167
2020 Q2	$631M	Sell	3,204,094 -625,206	-16%	-$118M	0.15%	140
2020 Q1	$607M	Buy	3,829,300 +292,800	+8%	+$61.6M	0.18%	128
2019 Q4	$806M	Buy	+3,536,500	New	+$739M	0.18%	130

Other funds holding BURL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors's BURL Position: Q1 2026 in Review

Capital World Investors opened a new position in Burlington (BURL) in Q1 2026: 896,117 shares worth $292M. The stake represents 0.04% of the portfolio and ranks #259 among its holdings. This is a return to the name: Capital World Investors previously reported a position in BURL as recently as Q2 2022.

Capital World Investors first reported a position in BURL in Q4 2019 and has held it in 12 quarters since. The position peaked at $806M in Q4 2019. 624 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

Capital World Investors held 896,117 shares of Burlington worth $292M as of Q1 2026.
Burlington was a new Capital World Investors position in Q1 2026.
Burlington made up 0.04% of Capital World Investors's portfolio in Q1 2026, its #259 holding.
Capital World Investors first reported a position in Burlington in Q4 2019 and has held it in 12 quarters since.
Capital World Investors's Burlington position peaked at $806M in Q4 2019.
624 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

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