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 $1.53B AUM 18.8% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $1.19B AUM 36.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $55.1B AUM 45.38% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $696M AUM 46.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors's JACK Position: Q3 2025 in Review

Capital World Investors sold out of Jack in the Box (JACK) in Q3 2025, closing a stake of 1,606,607 shares — an estimated $28.1M sold.

Capital World Investors first reported a position in JACK in Q1 2022 and held it in 14 quarters. The position peaked at $139M in Q2 2023. 162 funds tracked by Wall St. Rank hold JACK as of Q3 2025.

  • Capital World Investors reported no remaining Jack in the Box position as of Q3 2025 after selling out during the quarter.
  • Capital World Investors sold 1,606,607 Jack in the Box shares in Q3 2025, an estimated $28.1M.
  • Capital World Investors first reported a position in Jack in the Box in Q1 2022 and held it in 14 quarters.
  • Capital World Investors's Jack in the Box position peaked at $139M in Q2 2023.
  • 162 funds tracked by Wall St. Rank held Jack in the Box as of Q3 2025.

Based on Capital World Investors's 13F filing for Q3 2025, filed 13 Nov 2025.