Korea Investment Corp
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Korea Investment Corp’s Carlyle Group CG Stock Holding History

Korea Investment Corp’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.55M Hold
36,905
– – ﹤0.01% 634
2026
Q1 		$1.79M Sell
36,905
-184,191
-83% -$10.2M ﹤0.01% 651
2025
Q4 		$13.1M Sell
221,096
-1,400
-0.6% -$79.5K 0.03% 461
2025
Q3 		$14M Buy
222,496
+1,300
+0.6% +$81.2K 0.03% 438
2025
Q2 		$11.4M Buy
221,196
+79,030
+56% +$3.4M 0.03% 483
2025
Q1 		$6.2M Sell
142,166
-23,494
-14% -$1.17M 0.02% 591
2024
Q4 		$8.36M Buy
165,660
+36,873
+29% +$1.87M 0.02% 554
2024
Q3 		$5.55M Buy
128,787
+109,747
+576% +$4.6M 0.01% 565
2024
Q2 		$764K Sell
19,040
-29,400
-61% -$1.27M ﹤0.01% 722
2024
Q1 		$2.27M Buy
48,440
+5,401
+13% +$233K 0.01% 689
2023
Q4 		$1.75M Sell
43,039
-3,716
-8% -$122K ﹤0.01% 696
2023
Q3 		$1.41M Buy
46,755
+8,606
+23% +$277K ﹤0.01% 698
2023
Q2 		$1.22M Buy
38,149
+15,253
+67% +$446K ﹤0.01% 706
2023
Q1 		$711K Sell
22,896
-56,628
-71% -$1.89M ﹤0.01% 734
2022
Q4 		$2.37M Buy
79,524
+7,945
+11% +$227K 0.01% 670
2022
Q3 		$1.85M Sell
71,579
-20,509
-22% -$675K 0.01% 683
2022
Q2 		$2.92M Sell
92,088
-47,612
-34% -$1.82M 0.01% 640
2022
Q1 		$6.83M Buy
139,700
+38,900
+39% +$1.86M 0.02% 517
2021
Q4 		$5.53M Buy
100,800
+19,800
+24% +$1.08M 0.01% 498
2021
Q3 		$3.83M Buy
81,000
+23,400
+41% +$1.12M 0.01% 570
2021
Q2 		$2.68M Buy
57,600
+32,300
+128% +$1.37M 0.01% 650
2021
Q1 		$930K Buy
25,300
+25,100
+12,550% +$880K ﹤0.01% 697
2020
Q4 		$6K Buy
+200
New +$5.63K ﹤0.01% 704
2020
Q3 		– Sell
-35,800
Closed -$999K – 687
2020
Q2 		$999K Buy
+35,800
New +$919K ﹤0.01% 672

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Korea Investment Corp's CG Position: Q2 2026 in Review

Korea Investment Corp held its Carlyle Group (CG) position steady in Q2 2026 at 36,905 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Korea Investment Corp first reported a position in CG in Q2 2020 and has held it in 24 quarters since. The position peaked at $14M in Q3 2025. 583 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Korea Investment Corp held 36,905 shares of Carlyle Group worth $1.55M as of Q2 2026.
  • Korea Investment Corp left its Carlyle Group share count unchanged in Q2 2026.
  • Carlyle Group made up ﹤0.01% of Korea Investment Corp's portfolio in Q2 2026, its #634 holding.
  • Korea Investment Corp first reported a position in Carlyle Group in Q2 2020 and has held it in 24 quarters since.
  • Korea Investment Corp's Carlyle Group position peaked at $14M in Q3 2025.
  • 583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Korea Investment Corp's 13F filing for Q2 2026, filed 12 Aug 2026.