Capital World Investors’s Cavco Industries CVCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$325M	Sell	528,190 -88,389	-14%	-$46.9M	0.04%	268
2026 Q1	$299M	Sell	616,579 -23,487	-4%	-$13.3M	0.04%	250
2025 Q4	$378M	Sell	640,066 -51	-0%	-$28.9K	0.05%	229
2025 Q3	$372M	Buy	640,117 +612	+0.1%	+$299K	0.05%	224
2025 Q2	$278M	Buy	639,505 +489	+0.1%	+$229K	0.04%	244
2025 Q1	$332M	Buy	639,016 +59	+0%	+$29.7K	0.05%	235
2024 Q4	$285M	Sell	638,957 -9	-0%	-$4.13K	0.04%	248
2024 Q3	$274M	Buy	638,966 +33,041	+5%	+$13M	0.04%	248
2024 Q2	$210M	Hold	605,925	–	–	0.03%	271
2024 Q1	$242M	Buy	605,925 +17,125	+3%	+$6.06M	0.04%	269
2023 Q4	$204M	Hold	588,800	–	–	0.04%	273
2023 Q3	$156M	Hold	588,800	–	–	0.03%	290
2023 Q2	$174M	Buy	588,800 +18,200	+3%	+$5.23M	0.03%	280
2023 Q1	$181M	Buy	570,600 +151,300	+36%	+$41.9M	0.04%	283
2022 Q4	$94.9M	Buy	419,300 +248,430	+145%	+$55.2M	0.02%	339
2022 Q3	$35.2M	Hold	170,870	–	–	0.01%	420
2022 Q2	$33.5M	Hold	170,870	–	–	0.01%	426
2022 Q1	$41.2M	Hold	170,870	–	–	0.01%	436
2021 Q4	$54.3M	Hold	170,870	–	–	0.01%	436
2021 Q3	$40.5M	Hold	170,870	–	–	0.01%	478
2021 Q2	$38M	Hold	170,870	–	–	0.01%	478
2021 Q1	$38.5M	Hold	170,870	–	–	0.01%	461
2020 Q4	$30M	Hold	170,870	–	–	0.01%	464
2020 Q3	$30.8M	Hold	170,870	–	–	0.01%	428
2020 Q2	$33M	Hold	170,870	–	–	0.01%	392
2020 Q1	$24.8M	Hold	170,870	–	–	0.01%	376
2019 Q4	$33.4M	Hold	170,870	–	–	0.01%	379
2019 Q3	$32.8M	Hold	170,870	–	–	0.01%	370
2019 Q2	$26.9M	Buy	170,870 +35,856	+27%	+$4.88M	0.01%	405
2019 Q1	$15.9M	Hold	135,014	–	–	﹤0.01%	459
2018 Q4	$17.6M	Sell	135,014 -68,986	-34%	-$12.5M	﹤0.01%	438
2018 Q3	$51.6M	Hold	204,000	–	–	0.01%	376
2018 Q2	$42.4M	Hold	204,000	–	–	0.01%	380
2018 Q1	$35.4M	Hold	204,000	–	–	0.01%	381
2017 Q4	$31.1M	Hold	204,000	–	–	0.01%	394
2017 Q3	$30.1M	Hold	204,000	–	–	0.01%	392
2017 Q2	$26.4M	Hold	204,000	–	–	0.01%	397
2017 Q1	$23.7M	Hold	204,000	–	–	0.01%	407
2016 Q4	$20.4M	Hold	204,000	–	–	0.01%	400
2016 Q3	$20.2M	Hold	204,000	–	–	0.01%	398
2016 Q2	$19.1M	Hold	204,000	–	–	0.01%	400
2016 Q1	$19.1M	Hold	204,000	–	–	0.01%	406
2015 Q4	$17M	Hold	204,000	–	–	﹤0.01%	436
2015 Q3	$13.9M	Hold	204,000	–	–	﹤0.01%	456
2015 Q2	$15.4M	Hold	204,000	–	–	﹤0.01%	463
2015 Q1	$15.3M	Hold	204,000	–	–	﹤0.01%	462
2014 Q4	$16.2M	Hold	204,000	–	–	﹤0.01%	456
2014 Q3	$13.9M	Hold	204,000	–	–	﹤0.01%	457
2014 Q2	$17.4M	Hold	204,000	–	–	﹤0.01%	432
2014 Q1	$16M	Hold	204,000	–	–	﹤0.01%	439
2013 Q4	$14M	Hold	204,000	–	–	﹤0.01%	437
2013 Q3	$11.6M	Hold	204,000	–	–	﹤0.01%	446
2013 Q2	$10.3M	Buy	+204,000	New	+$9.56M	﹤0.01%	432

Other funds holding CVCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

Capital World Investors reduced its Cavco Industries (CVCO) stake by 14% in Q2 2026, selling an estimated $46.9M and leaving 528,190 shares worth $325M. The position accounts for 0.04% of the portfolio, ranked #268.

Capital World Investors first reported a position in CVCO in Q2 2013 and has held it in 53 quarters since. The position peaked at $378M in Q4 2025. 358 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

Capital World Investors held 528,190 shares of Cavco Industries worth $325M as of Q2 2026.
Capital World Investors sold 88,389 Cavco Industries shares in Q2 2026, an estimated $46.9M.
Cavco Industries made up 0.04% of Capital World Investors's portfolio in Q2 2026, its #268 holding.
Capital World Investors first reported a position in Cavco Industries in Q2 2013 and has held it in 53 quarters since.
Capital World Investors's Cavco Industries position peaked at $378M in Q4 2025.
358 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

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