Capital World Investors
STRK

Capital World Investors’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Capital World Investors’s Portfolio STRK Stock Details STRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43.3M Hold
736,597
– – 0.01% 496
2026
Q1 		$52.1M Buy
736,597
+100,313
+16% +$8.03M 0.01% 453
2025
Q4 		$50.1M Hold
636,284
– – 0.01% 412
2025
Q3 		$58.3M Buy
636,284
+112,684
+22% +$11.7M 0.01% 393
2025
Q2 		$63.4M Buy
+523,600
New +$50.1M 0.01% 382

Other funds holding STRK

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
GCM
Greenland Capital Management New York $812M AUM 45.54% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Advent Capital Management New York $4.46B AUM 0.73% 1-Year Est. Return
AV
Aspiring Ventures Cincinnati, Ohio $411M AUM 21.06% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Capital World Investors held its Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) position steady in Q2 2026 at 736,597 shares worth $43.3M. The position accounts for 0.01% of the portfolio, ranked #496.

Capital World Investors first reported a position in STRK in Q2 2025 and has held it in 5 quarters since. The position peaked at $63.4M in Q2 2025. 62 funds tracked by Wall St. Rank hold STRK as of Q2 2026.

  • Capital World Investors held 736,597 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $43.3M as of Q2 2026.
  • Capital World Investors left its Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock share count unchanged in Q2 2026.
  • Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up 0.01% of Capital World Investors's portfolio in Q2 2026, its #496 holding.
  • Capital World Investors first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q2 2025 and has held it in 5 quarters since.
  • Capital World Investors's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $63.4M in Q2 2025.
  • 62 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q2 2026.

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