Capital World Investors
JACK icon

Capital World Investors’s Jack in the Box JACK Stock Holding History

Capital World Investors’s Portfolio JACK Stock Details JACK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,606,607
Closed -$28.1M – 590
2025
Q2 		$28.1M Hold
1,606,607
– – ﹤0.01% 456
2025
Q1 		$43.7M Hold
1,606,607
– – 0.01% 405
2024
Q4 		$66.9M Hold
1,606,607
– – 0.01% 379
2024
Q3 		$74.8M Hold
1,606,607
– – 0.01% 360
2024
Q2 		$81.8M Hold
1,606,607
– – 0.01% 351
2024
Q1 		$110M Hold
1,606,607
– – 0.02% 342
2023
Q4 		$131M Hold
1,606,607
– – 0.02% 311
2023
Q3 		$111M Buy
1,606,607
+177,722
+12% +$15.1M 0.02% 326
2023
Q2 		$139M Buy
1,428,885
+172,185
+14% +$15.7M 0.03% 310
2023
Q1 		$110M Hold
1,256,700
– – 0.02% 326
2022
Q4 		$85.7M Hold
1,256,700
– – 0.02% 348
2022
Q3 		$93.1M Buy
1,256,700
+100,000
+9% +$7.58M 0.02% 340
2022
Q2 		$64.8M Buy
1,156,700
+100,000
+9% +$7.59M 0.01% 368
2022
Q1 		$98.7M Buy
+1,056,700
New +$93.5M 0.02% 358

Other funds holding JACK

CCM
Callodine Capital Management Boston, Massachusetts $1.42B AUM 8.74% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return