Capital World Investors’s Macy's M Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,900,000	Closed	-$32.2M	–	569
2024 Q4	$32.2M	Hold	1,900,000	–	–	﹤0.01%	438
2024 Q3	$29.8M	Hold	1,900,000	–	–	﹤0.01%	436
2024 Q2	$36.5M	Hold	1,900,000	–	–	0.01%	408
2024 Q1	$38M	Hold	1,900,000	–	–	0.01%	414
2023 Q4	$38.2M	Hold	1,900,000	–	–	0.01%	404
2023 Q3	$22.1M	Hold	1,900,000	–	–	﹤0.01%	432
2023 Q2	$30.5M	Hold	1,900,000	–	–	0.01%	407
2023 Q1	$33.2M	Hold	1,900,000	–	–	0.01%	403
2022 Q4	$39.2M	Hold	1,900,000	–	–	0.01%	407
2022 Q3	$29.8M	Hold	1,900,000	–	–	0.01%	434
2022 Q2	$34.8M	Hold	1,900,000	–	–	0.01%	423
2022 Q1	$46.3M	Hold	1,900,000	–	–	0.01%	425
2021 Q4	$49.7M	Hold	1,900,000	–	–	0.01%	440
2021 Q3	$42.9M	Hold	1,900,000	–	–	0.01%	470
2021 Q2	$36M	Hold	1,900,000	–	–	0.01%	481
2021 Q1	$30.8M	Hold	1,900,000	–	–	0.01%	483
2020 Q4	$21.4M	Hold	1,900,000	–	–	﹤0.01%	491
2020 Q3	$10.8M	Hold	1,900,000	–	–	﹤0.01%	504
2020 Q2	$13.1M	Hold	1,900,000	–	–	﹤0.01%	462
2020 Q1	$9.33M	Buy	+1,900,000	New	+$25.8M	﹤0.01%	447
2017 Q3	–	Sell	-4,500,000	Closed	-$105M	–	512
2017 Q2	$105M	Hold	4,500,000	–	–	0.02%	274
2017 Q1	$133M	Sell	4,500,000 -2,800,000	-38%	-$86.5M	0.03%	258
2016 Q4	$261M	Buy	7,300,000 +500,000	+7%	+$19.4M	0.07%	204
2016 Q3	$252M	Sell	6,800,000 -2,100,000	-24%	-$76.1M	0.07%	204
2016 Q2	$299M	Sell	8,900,000 -500,000	-5%	-$17.9M	0.08%	190
2016 Q1	$414M	Hold	9,400,000	–	–	0.11%	166
2015 Q4	$329M	Buy	9,400,000 +400,000	+4%	+$17.3M	0.09%	185
2015 Q3	$462M	Buy	9,000,000 +50,000	+0.6%	+$3.14M	0.14%	156
2015 Q2	$604M	Sell	8,950,000 -250,000	-3%	-$16.9M	0.16%	141
2015 Q1	$597M	Buy	9,200,000 +100,000	+1%	+$6.44M	0.16%	141
2014 Q4	$598M	Buy	9,100,000 +600,000	+7%	+$36.3M	0.16%	145
2014 Q3	$495M	Hold	8,500,000	–	–	0.14%	151
2014 Q2	$493M	Hold	8,500,000	–	–	0.14%	157
2014 Q1	$504M	Hold	8,500,000	–	–	0.14%	154
2013 Q4	$454M	Hold	8,500,000	–	–	0.13%	161
2013 Q3	$368M	Hold	8,500,000	–	–	0.11%	183
2013 Q2	$408M	Buy	+8,500,000	New	+$395M	0.13%	170

Other funds holding M

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Capital World Investors's M Position: Q1 2025 in Review

Capital World Investors sold out of Macy's (M) in Q1 2025, closing a stake of 1,900,000 shares — an estimated $32.2M sold.

Capital World Investors first reported a position in M in Q2 2013 and held it in 37 quarters. The position peaked at $604M in Q2 2015. 412 funds tracked by Wall St. Rank hold M as of Q1 2025.

Capital World Investors reported no remaining Macy's position as of Q1 2025 after selling out during the quarter.
Capital World Investors sold 1,900,000 Macy's shares in Q1 2025, an estimated $32.2M.
Capital World Investors first reported a position in Macy's in Q2 2013 and held it in 37 quarters.
Capital World Investors's Macy's position peaked at $604M in Q2 2015.
412 funds tracked by Wall St. Rank held Macy's as of Q1 2025.

Based on Capital World Investors's 13F filing for Q1 2025, filed 12 May 2025.