Af Cap WLRD GR & Inc. Class ACWGIX
13F holders, Q2 2026 (June 30)4holders −1
1new positions
1sold out
$81.71avg. 13F price*
At the end of Q2 2026, 4 institutions reported holding Af Cap WLRD GR & Inc. Class A (CWGIX) in their 13F filings, down 1 from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Coston, McIsaac & Partners ($948K), Westside Investment Management, Inc. ($302K) and Vermillion Wealth Management, Inc. ($110K).
- Company
- Af Cap WLRD GR & Inc. Class A
- Filed as
- AMERICAN FUNDS CAPITAL WORLD GR&INC A (Q2 2026)
- CUSIP
- 140543109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $110K |
| Exits | 1 | $1.8M |
All 13F filers, Q1 2026 → Q2 2026: 1,344 shares bought and 26,382 shares sold, net −25,038 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Coston, McIsaac & Partners | 0.19% | No change | 11,603 | $948K |
| Westside Investment Management, Inc. | 0.04% | Reduce -6.9% | 3,697 | $302K |
| Vermillion Wealth Management, Inc. | 0.03% | New | 1,344 | $110K |
| Financial Gravity Companies, Inc. | 0.01% | — | 468 | $38K |
"% of holder's portfolio" is CWGIX's weight in each manager's 13F, not the share of Af Cap WLRD GR & Inc. Class A the manager owns.