Capital World Investors
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Capital World Investors’s Carlyle Group CG Stock Holding History

Capital World 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
Q2 		$497M Sell
11,813,798
-6,013,418
-34% -$282M 0.06% 224
2026
Q1 		$863M Sell
17,827,216
-2,143,663
-11% -$118M 0.12% 157
2025
Q4 		$1.18B Sell
19,970,879
-5,004
-0% -$284K 0.16% 131
2025
Q3 		$1.25B Buy
19,975,883
+17,403
+0.1% +$1.09M 0.17% 129
2025
Q2 		$1.03B Buy
19,958,480
+2,240,249
+13% +$96.5M 0.15% 137
2025
Q1 		$772M Sell
17,718,231
-2,060,127
-10% -$102M 0.13% 152
2024
Q4 		$999M Buy
19,778,358
+50,784
+0.3% +$2.57M 0.15% 138
2024
Q3 		$849M Sell
19,727,574
-317,247
-2% -$13.3M 0.13% 147
2024
Q2 		$805M Sell
20,044,821
-8,191
-0% -$354K 0.13% 148
2024
Q1 		$941M Buy
20,053,012
+79,681
+0.4% +$3.44M 0.16% 138
2023
Q4 		$813M Buy
19,973,331
+3,330
+0% +$110K 0.14% 148
2023
Q3 		$602M Buy
19,970,001
+1,315,461
+7% +$42.4M 0.12% 165
2023
Q2 		$596M Buy
18,654,540
+5,993,196
+47% +$175M 0.11% 176
2023
Q1 		$393M Buy
12,661,344
+10,444,344
+471% +$348M 0.08% 213
2022
Q4 		$66.2M Sell
2,217,000
-13,819,206
-86% -$394M 0.01% 365
2022
Q3 		$414M Sell
16,036,206
-1,601,448
-9% -$52.7M 0.09% 191
2022
Q2 		$558M Sell
17,637,654
-1,646,943
-9% -$63.1M 0.12% 173
2022
Q1 		$943M Sell
19,284,597
-30,662
-0.2% -$1.47M 0.16% 148
2021
Q4 		$1.06B Sell
19,315,259
-2,900
-0% -$158K 0.17% 136
2021
Q3 		$913M Buy
19,318,159
+601,110
+3% +$28.8M 0.16% 150
2021
Q2 		$870M Buy
18,717,049
+1,327,838
+8% +$56.5M 0.15% 160
2021
Q1 		$639M Buy
17,389,211
+8,300,937
+91% +$291M 0.12% 176
2020
Q4 		$286M Sell
9,088,274
-3,528,836
-28% -$99.4M 0.06% 249
2020
Q3 		$311M Buy
12,617,110
+968
+0% +$26.1K 0.07% 230
2020
Q2 		$352M Buy
12,616,142
+7,351,454
+140% +$189M 0.09% 199
2020
Q1 		$114M Buy
+5,264,688
New +$152M 0.03% 268

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors's CG Position: Q2 2026 in Review

Capital World Investors reduced its Carlyle Group (CG) stake by 34% in Q2 2026, selling an estimated $282M and leaving 11,813,798 shares worth $497M. The position accounts for 0.06% of the portfolio, ranked #224.

Capital World Investors first reported a position in CG in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.25B in Q3 2025. 586 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Capital World Investors held 11,813,798 shares of Carlyle Group worth $497M as of Q2 2026.
  • Capital World Investors sold 6,013,418 Carlyle Group shares in Q2 2026, an estimated $282M.
  • Carlyle Group made up 0.06% of Capital World Investors's portfolio in Q2 2026, its #224 holding.
  • Capital World Investors first reported a position in Carlyle Group in Q1 2020 and has held it in 26 quarters since.
  • Capital World Investors's Carlyle Group position peaked at $1.25B in Q3 2025.
  • 586 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.