Fund detail
Capital World Investors
capital-group, large-active, lo
Quarters
52
2013-06-30
$308.47B
Positions
463
2026-03-31
2025-12-31
2025-09-30
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
2014-12-31
2014-09-30
2014-06-30
2014-03-31
2013-12-31
2013-09-30
2013-06-30
Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.
| # | Issuer | Value ↓ | Weight | Shares | Share Δ | Share Δ % | Prev Weight | First Held | Price | Est. Cost | Unrealized % | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | HOME DEPOT INC HD | $12.18B | 3.95% | 157,251,030 | +157,251,030 | 2013-06-30 | $77 | ~$77 | +0.00% | |||
| 2 | AMAZON.COM INC AMZN | $8.23B | 2.67% | 29,624,450 | +29,624,450 | 2013-06-30 | $278 | ~$278 | +0.00% | |||
| 3 | MERCK & CO INC MRK | $7.53B | 2.44% | 162,140,638 | +162,140,638 | 2013-06-30 | $46 | ~$46 | +0.00% | |||
| 4 | BOEING CO BA | $7.53B | 2.44% | 73,464,500 | +73,464,500 | 2013-06-30 | $102 | ~$102 | +0.00% | |||
| 5 | MICROSOFT CORP MSFT | $6.65B | 2.16% | 192,598,100 | +192,598,100 | 2013-06-30 | $35 | ~$35 | +0.00% | |||
| 6 | CHEVRON CORP CVX | $5.79B | 1.88% | 48,927,630 | +48,927,630 | 2013-06-30 | $118 | ~$118 | +0.00% | |||
| 7 | BRISTOL-MYERS SQUIBB CO BMY | $5.74B | 1.86% | 128,446,459 | +128,446,459 | 2013-06-30 | $45 | ~$45 | +0.00% | |||
| 8 | GOOGLE INC CL A | $5.66B | 1.83% | 6,427,051 | +6,427,051 | 2013-06-30 | $880 | ~$880 | +0.00% | |||
| 9 | WELLS FARGO & CO WFC | $5.58B | 1.81% | 135,306,374 | +135,306,374 | 2013-06-30 | $41 | ~$41 | +0.00% | |||
| 10 | AMERICAN EXPRESS CO AXP | $4.95B | 1.61% | 66,253,860 | +66,253,860 | 2013-06-30 | $75 | ~$75 | +0.00% | |||
| 11 | UNION PACIFIC CORP UNP | $4.90B | 1.59% | 31,751,837 | +31,751,837 | 2013-06-30 | $154 | ~$154 | +0.00% | |||
| 12 | GENERAL ELECTRIC CO | $4.56B | 1.48% | 196,438,400 | +196,438,400 | 2013-06-30 | $23 | ~$23 | +0.00% | |||
| 13 | PEPSICO INC PEP | $4.55B | 1.47% | 55,620,802 | +55,620,802 | 2013-06-30 | $82 | ~$82 | +0.00% | |||
| 14 | LOCKHEED MARTIN CORP LMT | $4.20B | 1.36% | 38,765,237 | +38,765,237 | 2013-06-30 | $108 | ~$108 | +0.00% | |||
| 15 | GOLDMAN SACHS GROUP INC GS | $3.93B | 1.27% | 25,974,786 | +25,974,786 | 2013-06-30 | $151 | ~$151 | +0.00% | |||
| 16 | GILEAD SCIENCES INC GILD | $3.89B | 1.26% | 76,050,912 | +76,050,912 | 2013-06-30 | $51 | ~$51 | +0.00% | |||
| 17 | TEXAS INSTRUMENTS INC TXN | $3.73B | 1.21% | 106,864,891 | +106,864,891 | 2013-06-30 | $35 | ~$35 | +0.00% | |||
| 18 | ROYAL DUTCH SHELL PLC B ADR R6C2 | $3.64B | 1.18% | 54,959,050 | +54,959,050 | 2013-06-30 | $66 | ~$66 | +0.00% | |||
| 19 | CITIGROUP INC C | $3.47B | 1.12% | 72,302,674 | +72,302,674 | 2013-06-30 | $48 | ~$48 | +0.00% | |||
| 20 | COMCAST CORP CL A CMCSA | $3.28B | 1.06% | 78,404,308 | +78,404,308 | 2013-06-30 | $42 | ~$42 | +0.00% | |||
| 21 | VERIZON COMMUNICATIONS INC VZ | $3.18B | 1.03% | 63,111,675 | +63,111,675 | 2013-06-30 | $50 | ~$50 | +0.00% | |||
| 22 | CME GROUP INC CL A CME | $3.09B | 1.00% | 40,666,280 | +40,666,280 | 2013-06-30 | $76 | ~$76 | +0.00% | |||
| 23 | PFIZER INC PFE | $3.05B | 0.99% | 108,792,780 | +108,792,780 | 2013-06-30 | $28 | ~$28 | +0.00% | |||
| 24 | COSTCO WHOLESALE CORP COST | $2.93B | 0.95% | 26,457,229 | +26,457,229 | 2013-06-30 | $111 | ~$111 | +0.00% | |||
| 25 | JPMORGAN CHASE & CO JPM | $2.92B | 0.95% | 55,291,232 | +55,291,232 | 2013-06-30 | $53 | ~$53 | +0.00% | |||
| 26 | PHILIP MORRIS INTERNATIONAL PM | $2.72B | 0.88% | 31,439,500 | +31,439,500 | 2013-06-30 | $87 | ~$87 | +0.00% | |||
| 27 | TIME WARNER INC TWXCHF | $2.72B | 0.88% | 46,985,960 | +46,985,960 | 2013-06-30 | $58 | ~$58 | +0.00% | |||
| 28 | PROCTER & GAMBLE CO PG | $2.53B | 0.82% | 32,877,250 | +32,877,250 | 2013-06-30 | $77 | ~$77 | +0.00% | |||
| 29 | UNITEDHEALTH GROUP INC UNH | $2.48B | 0.81% | 37,932,000 | +37,932,000 | 2013-06-30 | $65 | ~$65 | +0.00% | |||
| 30 | DOW CHEMICAL CO | $2.36B | 0.76% | 73,231,256 | +73,231,256 | 2013-06-30 | $32 | ~$32 | +0.00% |