Fund detail
Capital World Investors
capital-group, large-active, lo
Quarters
52
2015-09-30
$340.03B
Positions
522
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 | BERKSHIRE HATHAWAY INC CL A BRK/A | $3.26B | 0.96% | 16,679 | +0 | +0.00% | 0.93% | 2013-06-30 | $195,240 | ~$182,789 | +6.81% | |
| 2 | JOHNSON & JOHNSON JNJ | $2.05B | 0.60% | 21,950,000 | +0 | +0.00% | 0.58% | 2013-06-30 | $93 | ~$87 | +6.85% | |
| 3 | CITIGROUP INC C | $1.65B | 0.48% | 33,240,574 | +0 | +0.00% | 0.50% | 2013-06-30 | $50 | ~$48 | +2.83% | |
| 4 | VF CORP VFC | $1.15B | 0.34% | 16,831,200 | +0 | +0.00% | 0.32% | 2013-06-30 | $68 | ~$48 | +41.28% | |
| 5 | VERISIGN INC VRSN | $1.13B | 0.33% | 15,962,044 | +0 | +0.00% | 0.27% | 2013-06-30 | $71 | ~$47 | +50.14% | |
| 6 | KLA-TENCOR CORP KLAC | $1.01B | 0.30% | 20,148,430 | +0 | +0.00% | 0.31% | 2013-06-30 | $50 | ~$73 | -31.38% | |
| 7 | GILEAD SCIENCES INC GILD | $1.00B | 0.29% | 10,197,190 | +0 | +0.00% | 0.33% | 2013-06-30 | $98 | ~$51 | +91.74% | |
| 8 | AMERICAN INTERNATIONAL GROUP INC AIG | $767.1M | 0.23% | 13,500,000 | +0 | +0.00% | 0.23% | 2013-06-30 | $57 | ~$46 | +23.44% | |
| 9 | GENERAL MOTORS COMPANY GM | $665.5M | 0.20% | 22,168,192 | +0 | +0.00% | 0.20% | 2013-06-30 | $30 | ~$35 | -15.14% | |
| 10 | KEYCORP KEY | $558.9M | 0.16% | 42,960,000 | +0 | +0.00% | 0.18% | 2013-06-30 | $13 | ~$12 | +8.84% | |
| 11 | CAMPBELL SOUP CO CPB | $545.8M | 0.16% | 10,770,000 | +0 | +0.00% | 0.14% | 2013-12-31 | $51 | ~$44 | +15.66% | |
| 12 | CHUBB CORP | $521.3M | 0.15% | 4,250,000 | +0 | +0.00% | 0.11% | 2013-06-30 | $123 | ~$86 | +42.43% | |
| 13 | SPECTRA ENERGY CORP | $518.5M | 0.15% | 19,736,020 | +0 | +0.00% | 0.18% | 2013-06-30 | $26 | ~$34 | -23.75% | |
| 14 | PUBLIC STORAGE (REIT) PSA | $474.1M | 0.14% | 2,240,000 | +0 | +0.00% | 0.11% | 2013-06-30 | $212 | ~$157 | +34.68% | |
| 15 | DTE ENERGY CO DTE | $424.0M | 0.12% | 5,275,000 | +0 | +0.00% | 0.11% | 2013-06-30 | $80 | ~$68 | +18.48% | |
| 16 | OSHKOSH CORP OSK | $387.1M | 0.11% | 10,655,000 | +0 | +0.00% | 0.12% | 2013-06-30 | $36 | ~$39 | -6.87% | |
| 17 | PACWEST BANCORP PACWUSD | $339.1M | 0.10% | 7,921,149 | +0 | +0.00% | 0.10% | 2013-12-31 | $43 | ~$44 | -3.09% | |
| 18 | MARSH & MCLENNAN COMPANIES INC MRSH | $325.3M | 0.10% | 6,230,000 | +0 | +0.00% | 0.10% | 2013-06-30 | $52 | ~$40 | +30.81% | |
| 19 | GENERAL MILLS INC GIS | $318.3M | 0.09% | 5,670,000 | +0 | +0.00% | 0.09% | 2013-06-30 | $56 | ~$53 | +5.85% | |
| 20 | LIONS GATE ENTERTAINMENT CORP | $314.5M | 0.09% | 8,545,393 | +0 | +0.00% | 0.09% | 2013-06-30 | $37 | ~$28 | +32.01% | |
| 21 | PINNACLE WEST CAPITAL CORP PNW | $305.9M | 0.09% | 4,769,161 | +0 | +0.00% | 0.07% | 2013-12-31 | $64 | ~$55 | +16.64% | |
| 22 | PHILLIPS 66 PSX | $298.9M | 0.09% | 3,889,488 | +0 | +0.00% | 0.09% | 2013-06-30 | $77 | ~$73 | +5.03% | |
| 23 | HUBBELL INC CL B | $291.4M | 0.09% | 3,430,000 | +0 | +0.00% | 0.10% | 2013-06-30 | $85 | ~$99 | -14.19% | |
| 24 | EQUINIX INC (REIT) EQIX | $287.1M | 0.08% | 1,050,000 | +0 | +0.00% | 0.07% | 2015-06-30 | $273 | ~$254 | +7.64% | |
| 25 | LAMAR ADVERTISING CO CL A (REIT) LAMR | $274.1M | 0.08% | 5,253,322 | +0 | +0.00% | 0.08% | 2014-12-31 | $52 | ~$54 | -2.74% | |
| 26 | MOLINA HEALTHCARE INC MOH | $268.4M | 0.08% | 3,898,100 | +0 | +0.00% | 0.07% | 2013-06-30 | $69 | ~$41 | +69.65% | |
| 27 | OUTFRONT MEDIA INC (REIT) | $257.2M | 0.08% | 12,366,398 | +0 | +0.00% | 0.09% | 2014-12-31 | $21 | ~$27 | -22.50% | |
| 28 | VALE SA ON ADR VALE | $255.6M | 0.08% | 60,864,084 | +0 | +0.00% | 0.10% | 2015-06-30 | $4 | ~$6 | -28.69% | |
| 29 | UNILEVER NV (USD) UNUSD | $248.0M | 0.07% | 6,170,000 | +0 | +0.00% | 0.07% | 2013-06-30 | $40 | ~$39 | +2.26% | |
| 30 | MONSANTO CO | $232.5M | 0.07% | 2,724,800 | +0 | +0.00% | 0.08% | 2013-06-30 | $85 | ~$100 | -14.55% |