Capital World Investors’s Equifax EFX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$99.6M	Sell	627,303 -802	-0.1%	-$137K	0.01%	408
2026 Q1	$113M	Buy	+628,105	New	+$125M	0.02%	372
2021 Q2	–	Sell	-173,582	Closed	-$31.4M	–	615
2021 Q1	$31.4M	Hold	173,582	–	–	0.01%	481
2020 Q4	$33.5M	Buy	173,582 +22,110	+15%	+$3.72M	0.01%	452
2020 Q3	$23.8M	Sell	151,472 -1	-0%	-$164	0.01%	453
2020 Q2	$26M	Hold	151,473	–	–	0.01%	415
2020 Q1	$18.1M	Buy	151,473 +19,064	+14%	+$2.77M	0.01%	408
2019 Q4	$18.6M	Buy	132,409 +82	+0.1%	+$11.4K	﹤0.01%	432
2019 Q3	$18.6M	Hold	132,327	–	–	﹤0.01%	414
2019 Q2	$17.9M	Buy	132,327 +69	+0.1%	+$8.65K	﹤0.01%	450
2019 Q1	$15.7M	Hold	132,258	–	–	﹤0.01%	461
2018 Q4	$12.3M	Sell	132,258 -800,094	-86%	-$85.2M	﹤0.01%	460
2018 Q3	$122M	Buy	932,352 +916,352	+5,727%	+$119M	0.03%	290
2018 Q2	$2M	Buy	+16,000	New	+$1.9M	﹤0.01%	524
2017 Q3	–	Sell	-1,000,000	Closed	-$137M	–	502
2017 Q2	$137M	Hold	1,000,000	–	–	0.03%	254
2017 Q1	$137M	Hold	1,000,000	–	–	0.03%	256
2016 Q4	$118M	Hold	1,000,000	–	–	0.03%	264
2016 Q3	$135M	Hold	1,000,000	–	–	0.04%	258
2016 Q2	$128M	Hold	1,000,000	–	–	0.03%	254
2016 Q1	$114M	Buy	+1,000,000	New	+$105M	0.03%	264

Other funds holding EFX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Capital World Investors reduced its Equifax (EFX) stake by 0.13% in Q2 2026, selling an estimated $137K and leaving 627,303 shares worth $99.6M. The position accounts for 0.01% of the portfolio, ranked #408.

Capital World Investors first reported a position in EFX in Q1 2016 and has held it in 20 quarters since. The position peaked at $137M in Q2 2017. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Capital World Investors held 627,303 shares of Equifax worth $99.6M as of Q2 2026.
Capital World Investors sold 802 Equifax shares in Q2 2026, an estimated $137K.
Equifax made up 0.01% of Capital World Investors's portfolio in Q2 2026, its #408 holding.
Capital World Investors first reported a position in Equifax in Q1 2016 and has held it in 20 quarters since.
Capital World Investors's Equifax position peaked at $137M in Q2 2017.
832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

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