Af Cap WLRD GR & Inc. Class ACWGIX
13F holders, Q4 2025 (December 31)5holders +2
2new positions
0sold out
$71.58avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding Af Cap WLRD GR & Inc. Class A (CWGIX) in their 13F filings, up 2 from Q3 2025. 2 opened new positions and 0 sold out. The largest holders were Beck Mack & Oliver LLC ($1.9M), Coston, McIsaac & Partners ($608K) and Westside Investment Management, Inc. ($287K).
- Company
- Af Cap WLRD GR & Inc. Class A
- Filed as
- AMERICAN FUNDS CAPITAL WORLD GR&INC A (Q4 2025)
- CUSIP
- 140543109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.1M |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 30,870 shares bought, net +30,870 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Beck Mack & Oliver LLC | 0.03% | New | 26,036 | $1.9M |
| Coston, McIsaac & Partners | 0.14% | Add +7.2% | 8,514 | $608K |
| Westside Investment Management, Inc. | 0.05% | Add +9.1% | 3,971 | $287K |
| Motiv8 Investments LLC | 0.14% | New | 3,657 | $262K |
| Tower Bridge Advisors | 0.02% | Add +9.7% | 3,152 | $225K |
"% 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.