Af Cap WLRD GR & Inc. Class ACWGIX
13F holders, Q1 2026 (March 31)5holders
2new positions
1sold out
$70.43avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding Af Cap WLRD GR & Inc. Class A (CWGIX) in their 13F filings, unchanged from Q4 2025. 2 opened new positions and 1 sold out. The largest holders were Beck Mack & Oliver LLC ($1.8M), Coston, McIsaac & Partners ($816K) and Westside Investment Management, Inc. ($283K).
- Company
- Af Cap WLRD GR & Inc. Class A
- Filed as
- AMERICAN FUNDS CAPITAL WORLD GR&INC A (Q1 2026)
- CUSIP
- 140543109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $45K |
| Exits | 1 | $225K |
All 13F filers, Q4 2025 → Q1 2026: 3,801 shares bought and 3,152 shares sold, net +649 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Beck Mack & Oliver LLC | 0.04% | Add +0.3% | 26,108 | $1.8M |
| Coston, McIsaac & Partners | 0.18% | Add +36.3% | 11,603 | $816K |
| Westside Investment Management, Inc. | 0.04% | No change | 3,971 | $283K |
| Financial Gravity Asset Management, Inc. | 0.01% | New | 467 | $33K |
| McIlrath & Eck, LLC | 0.00% | New | 173 | $12K |
"% 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.