Capital World Investors Portfolio holdings
Capital World Investors (CWI), a division of Capital Group, one of the oldest and largest investment management firms in the world, was established in 1931 and is headquartered in Los Angeles, California. Specializing in active investment management, CWI focuses on long-term growth through a research-intensive approach, managing hundreds of billions in assets primarily through equity-focused mutual funds and institutional portfolios. It serves a diverse client base, including individual investors, financial advisors, and institutions, and is known for its flagship funds like the American Funds, which emphasize fundamental analysis and a multiple-portfolio-manager system to mitigate risk. With a global reach and a reputation for disciplined, value-oriented investing, CWI remains a cornerstone of Capital Group’s mission to deliver consistent, superior returns.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$3.49B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$2.88B |
| 3 |
Amazon
AMZN
|
+$2.71B |
| 4 |
Applovin
APP
|
+$2.4B |
| 5 |
Western Digital
WDC
|
+$2.29B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Micron Technology
MU
|
+$9.44B |
| 2 |
NVIDIA
NVDA
|
+$4.35B |
| 3 |
Microsoft
MSFT
|
+$2.67B |
| 4 |
Intel
INTC
|
+$2.49B |
| 5 |
Capital One
COF
|
+$2.06B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.12% |
| 2 | Healthcare | 13.33% |
| 3 | Consumer Discretionary | 11.33% |
| 4 | Communication Services | 10.4% |
| 5 | Industrials | 10.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
201
Hershey
HSY
$33.9B
| $614M | 0.07% |
3,500,000
+750,000
| +27% | +$141M |
2026 Q1
1 quarter
|
|
202
MKS Inc
MKSI
$15.5B
| $608M | 0.07% |
1,366,290
+89,090
| +7% | +$27.9M |
2026 Q1
1 quarter
|
|
203
Brookfield Asset Management
BAM
$73.4B
| $605M | 0.07% |
13,485,369
+2,969,241
| +28% | +$140M |
2022 Q4
14 quarters
|
|
204
Extra Space Storage
EXR
$29.1B
| $603M | 0.07% |
4,149,130
-630,432
| -13% | -$90.1M |
2020 Q1
25 quarters
|
|
205
British American Tobacco
BTI
$125B
| $602M | 0.07% |
9,737,992
+49,687
| +0.5% | +$3M |
2017 Q2
36 quarters
|
|
206
HEICO Corp
HEI
$43.1B
| $595M | 0.07% |
1,669,161
-695,768
| -29% | -$212M |
2020 Q2
24 quarters
|
|
207
Vail Resorts
MTN
$5.45B
| $593M | 0.07% |
4,355,882
-70,247
| -2% | -$9.14M |
2024 Q4
6 quarters
|
|
208
Molina Healthcare
MOH
$11.1B
| $586M | 0.07% |
2,562,913
-636,433
| -20% | -$115M |
2013 Q2
52 quarters
|
|
209
Sempra
SRE
$53.6B
| $578M | 0.07% |
6,231,386
+4,142,921
| +198% | +$385M |
2026 Q1
1 quarter
|
|
210
Align Technology
ALGN
$10.6B
| $577M | 0.07% |
3,422,385
-649,911
| -16% | -$113M |
2020 Q4
22 quarters
|
|
211
SPX Corp
SPXC
$8.39B
| $573M | 0.07% |
2,337,050
+591,563
| +34% | +$129M |
2023 Q4
10 quarters
|
|
212
DELISTED
TopBuild
BLD
| $562M | 0.07% |
1,584,069
+100,682
| +7% | +$41.5M |
2015 Q3
43 quarters
|
|
213
Crane Co
CR
$11.9B
| $557M | 0.07% |
2,494,809
+105,870
| +4% | +$20M |
2023 Q2
12 quarters
|
|
214
Core & Main
CNM
$7.71B
| $554M | 0.07% |
11,473,053
-98,339
| -0.8% | -$4.86M |
2025 Q2
4 quarters
|
|
215
Lumentum
LITE
$78.8B
| $548M | 0.06% |
638,222
-675,630
| -51% | -$603M |
2024 Q3
7 quarters
|
|
216
Pfizer
PFE
$168B
| $535M | 0.06% |
22,218,190
+270,704
| +1% | +$7.08M |
2013 Q2
52 quarters
|
|
217
Royalty Pharma
RPRX
$26.5B
| $534M | 0.06% |
9,517,337
+1,480,623
| +18% | +$77.1M |
2026 Q1
1 quarter
|
|
218
US Foods
USFD
$22B
| $532M | 0.06% |
5,200,756
-2,574,343
| -33% | -$230M |
2024 Q3
7 quarters
|
|
219
Trane Technologies
TT
$101B
| $517M | 0.06% |
1,052,828
+30,136
| +3% | +$14.1M |
2021 Q4
18 quarters
|
|
220
Regeneron Pharmaceuticals
REGN
$82B
| $508M | 0.06% |
814,925
-604,075
| -43% | -$411M |
2013 Q2
52 quarters
|
|
221
TC Energy
TRP
$62.2B
| $505M | 0.06% |
7,626,368
+17,784
| +0.2% | +$1.18M |
2020 Q2
24 quarters
|
|
222
Target
TGT
$71.2B
| $505M | 0.06% |
3,864,700
+15,722
| +0.4% | +$2M |
2019 Q4
26 quarters
|
|
223
RenaissanceRe
RNR
$14.3B
| $498M | 0.06% |
1,570,107
+91,616
| +6% | +$27.5M |
2013 Q2
52 quarters
|
|
224
Carlyle Group
CG
$13.1B
| $497M | 0.06% |
11,813,798
-6,013,418
| -34% | -$282M |
2020 Q1
25 quarters
|
|
225
Monster Beverage
MNST
$88.8B
| $484M | 0.06% |
10,071,908
-1,777,660
| -15% | -$74.7M |
2020 Q4
22 quarters
|
|
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Capital World Investors's Q2 2026 Portfolio in Review
As of Q2 2026, Capital World Investors held 692 positions worth $846B, up 15% from $733B the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Capital World Investors's Q2 2026 filing shows 68 new, 324 increased, 213 reduced and 55 closed positions. Its largest new stake was Alphabet Inc Depositary Shares Series A Preferred Stock: 36,995,220 shares worth $1.88B. The largest sale was Micron Technology, an estimated $9.44B.
By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 23% a quarter earlier, followed by Healthcare and Consumer Discretionary.
- Capital World Investors's largest Q2 2026 buy was Alphabet Inc Depositary Shares Series A Preferred Stock: 36,995,220 shares worth $1.88B.
- Capital World Investors added most to Apple in Q2 2026, an estimated $3.49B increase.
- Capital World Investors's biggest Q2 2026 reduction was Micron Technology, cutting an estimated $9.44B.
- Capital World Investors fully exited Tractor Supply in Q2 2026, selling an estimated $705M.
- Capital World Investors's ten largest holdings make up 30% of its $846B portfolio in Q2 2026.
- Capital World Investors opened 68 new positions and closed 55 in Q2 2026.
- Capital World Investors's portfolio value rose 15% quarter-over-quarter to $846B.
Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.