Capital World Investors

Capital World Investors

Period

Q2 2026

Portfolio Date

Jun 30, 2026

Stocks Held

619

Market Value

$839.4B

Holdings Value Trend

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Q2 2026

Top 5 Holdings

$AVGO

Broadcom Inc.

5.4%

% of Portfolio

Increased 4.91%

$MU

Micron Technology, Inc.

4.0%

% of Portfolio

Decreased 29.92%

$GOOGL

Alphabet Inc.

3.1%

% of Portfolio

Increased 12.25%

$PM

Philip Morris International Inc.

2.9%

% of Portfolio

Decreased 0.22%

$META

Meta Platforms, Inc.

2.7%

% of Portfolio

Decreased 0.43%

Historical Positions

Symbol	Q2 2026	Q1 2026	Q4 2025	Q3 2025
AVGO	5.4%	4.9%	5.8%	6.1%
MU	4.0%	1.9%	2.3%	1.5%
GOOGL	3.1%	2.6%	2.3%	1.8%
PM	2.9%	3.0%	2.9%	2.9%
META	2.7%	3.2%	3.5%	3.9%
NVDA	2.6%	3.1%	3.3%	3.4%
MSFT	2.4%	3.1%	4.2%	4.7%
TSLA	2.3%	2.2%	2.6%	2.7%
LLY	2.3%	2.0%	2.2%	1.6%
TSM	1.9%	-	-	-

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

MSFT+28.99%

AVGO-3.63%

AMZN+9.13%

NVDA+8.38%

CNQ+28.99%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

MU-15.59%

KLAC-38.37%

TSLA-17.94%

WDC-26.57%

INTC-34.01%

Sector Analysis

Energy4.2%

Others2.3%

Materials3.1%

Utilities2.1%

Financials9.7%

Healthcare12.8%

Technology28.5%

Industrials10.1%

Trading Summary

$ARM

0.2%

$BRK.B

0.2%

$RKT

0.1%

$FSLR

0.1%

$CBRS

0.1%

$FIS

0.1%

$RVMD

0.1%

$ANET

0.1%

$SPCX

0.1%

$ACMR

0.0%

$BRK.A

0.0%

$NOK

0.0%

$ORKA

0.0%

$QNT

0.0%

$TIGO

0.0%

$TWLO

0.0%

$UCTT

0.0%

$DFTX

0.0%

All Holdings

$AVGO

5.4%

Increased 4.91%

$MU

4.0%

Decreased 29.92%

$GOOGL

3.1%

Increased 12.25%

$PM

2.9%

Decreased 0.22%

$META

2.7%

Decreased 0.43%

$NVDA

2.6%

Decreased 16.23%

$MSFT

2.4%

Decreased 10.68%

$TSLA

2.3%

Increased 6.60%

$LLY

2.3%

Increased 1.80%

$TSM

1.9%

Increased 4.52%

$GOOG

1.8%

Decreased 5.16%

$AMZN

1.7%

Increased 21.40%

$KLAC

1.6%

Increased 10.96%

$VRTX

1.5%

Increased 2.94%

$UNH

1.5%

Increased 7.57%

$AAPL

1.3%

Increased 44.97%

$WDC

1.3%

Increased 39.72%

$AMGN

1.2%

Decreased 0.73%

$V

1.1%

Increased 12.28%

$SBUX

1.1%

Decreased 11.46%

$CNQ

1.0%

Increased 10.26%

$CVS

0.9%

Decreased 2.97%

$INTC

0.9%

Decreased 30.88%

$ASML

0.9%

Decreased 0.18%

$UNP

0.9%

Increased 0.26%

$DE

0.9%

Decreased 6.28%

$EOG

0.8%

Increased 6.86%

$BA

0.8%

Increased 19.19%

$BAC

0.8%

Decreased 19.71%

$NFLX

0.7%

Decreased 11.87%

$DHI

0.7%

Increased 0.93%

$SO

0.7%

Increased 11.16%

$NET

0.7%

Increased 6.99%

$RCL

0.7%

Decreased 6.94%

$GEV

0.7%

Increased 17.47%

$GE

0.7%

Increased 2.07%

$TDG

0.7%

Decreased 8.41%

$AZN

0.7%

Increased 6.41%

$GILD

0.6%

Decreased 0.71%

$ABBV

0.6%

Increased 21.07%

$JPM

0.6%

Decreased 6.15%

$C

0.6%

Decreased 17.42%

$HD

0.6%

Decreased 18.39%

$IBM

0.5%

Decreased 5.01%

$WELL

0.5%

Increased 57.43%

$APP

0.5%

Increased 156.35%

$WPM

0.5%

Decreased 12.97%

$SHOP

0.5%

Increased 1.16%

$KDP

0.5%

Increased 19.89%

$AON

0.5%

Increased 2.04%