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 | 28.13% |
| 2 | Healthcare | 13.33% |
| 3 | Consumer Discretionary | 11.32% |
| 4 | Communication Services | 10.4% |
| 5 | Industrials | 10.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Hershey
HSY
$36B
| $614M | 0.07% |
3,500,000
+750,000
| +27% | +$141M |
|
202
MKS Inc
MKSI
$17.3B
| $608M | 0.07% |
1,366,290
+89,090
| +7% | +$27.9M |
|
203
Brookfield Asset Management
BAM
$83.2B
| $605M | 0.07% |
13,485,369
+2,969,241
| +28% | +$140M |
|
204
Extra Space Storage
EXR
$30.2B
| $603M | 0.07% |
4,149,130
-630,432
| -13% | -$90.1M |
|
205
British American Tobacco
BTI
$121B
| $602M | 0.07% |
9,737,992
+49,687
| +0.5% | +$3M |
|
206
HEICO Corp
HEI
$47B
| $595M | 0.07% |
1,669,161
-695,768
| -29% | -$212M |
|
207
Vail Resorts
MTN
$5.06B
| $593M | 0.07% |
4,355,882
-70,247
| -2% | -$9.14M |
|
208
Molina Healthcare
MOH
$10.4B
| $586M | 0.07% |
2,562,913
-636,433
| -20% | -$115M |
|
209
Sempra
SRE
$55.1B
| $578M | 0.07% |
6,231,386
+4,142,921
| +198% | +$385M |
|
210
Align Technology
ALGN
$11.2B
| $577M | 0.07% |
3,422,385
-649,911
| -16% | -$113M |
|
211
SPX Corp
SPXC
$9.95B
| $573M | 0.07% |
2,337,050
+591,563
| +34% | +$129M |
|
|
BLD
212
DELISTED
TopBuild
BLD
| $562M | 0.07% |
1,584,069
+100,682
| +7% | +$41.5M |
|
213
Crane Co
CR
$12B
| $557M | 0.07% |
2,494,809
+105,870
| +4% | +$20M |
|
214
Core & Main
CNM
$8.05B
| $554M | 0.07% |
11,473,053
-98,339
| -0.8% | -$4.86M |
|
215
Lumentum
LITE
$80.3B
| $548M | 0.06% |
638,222
-675,630
| -51% | -$603M |
|
216
Pfizer
PFE
$159B
| $535M | 0.06% |
22,218,190
+270,704
| +1% | +$7.08M |
|
217
Royalty Pharma
RPRX
$27.1B
| $534M | 0.06% |
9,517,337
+1,480,623
| +18% | +$77.1M |
|
218
US Foods
USFD
$23.2B
| $532M | 0.06% |
5,200,756
-2,574,343
| -33% | -$230M |
|
219
Trane Technologies
TT
$98.8B
| $517M | 0.06% |
1,052,828
+30,136
| +3% | +$14.1M |
|
220
Regeneron Pharmaceuticals
REGN
$81.8B
| $508M | 0.06% |
814,925
-604,075
| -43% | -$411M |
|
221
TC Energy
TRP
$64.4B
| $505M | 0.06% |
7,626,368
+17,784
| +0.2% | +$1.18M |
|
222
Target
TGT
$74.1B
| $505M | 0.06% |
3,864,700
+15,722
| +0.4% | +$2M |
|
223
RenaissanceRe
RNR
$13.7B
| $498M | 0.06% |
1,570,107
+91,616
| +6% | +$27.5M |
|
224
Carlyle Group
CG
$17.5B
| $497M | 0.06% |
11,813,798
-6,013,418
| -34% | -$282M |
|
225
Monster Beverage
MNST
$91.8B
| $484M | 0.06% |
10,071,908
-1,777,660
| -15% | -$74.7M |
|
Similar funds
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.