CWGIX β€” AMERICAN FUNDS CAPITAL WORLD GR&INC A

Ownership history in Coston, McIsaac & Partners  Β·  14 quarters on record

AI Ownership Summary

Coston, McIsaac & Partners reported AMERICAN FUNDS CAPITAL WORLD GR&INC A (CWGIX) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.16% in 2023 Q4. The latest visible filing shows CWGIX at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CWGIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coston, McIsaac & Partners's position in AMERICAN FUNDS CAPITAL WORLD GR&INC A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CWGIX was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CWGIX stock page Coston, McIsaac & Partners fund profile Coston, McIsaac & Partners full holdings
How Coston, McIsaac & Partners held CWGIX β€” position size vs. price
% of Fund (quarterly)    CWGIX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 8,514 +569 +7.2% 0.14% $608K 2026-02-14 (Est.) $74.77
2025 Q3 UNCHANGED 7,945 β€” 0% 0.14% $597K 2025-11-05 $63.22
2025 Q2 ADDED 7,945 +29 +0.4% 0.15% $565K 2025-08-12 $59.99
2025 Q1 ADDED 7,916 +18 +0.2% 0.15% $501K 2025-05-13 $54.88
2024 Q4 ADDED 7,898 +430 +5.8% 0.15% $502K 2025-01-23 $54.48
2024 Q3 REDUCED 7,468 -420 -5.3% 0.15% $515K 2024-10-22 $49.91
2024 Q2 ADDED 7,888 +28 +0.4% 0.16% $516K 2024-07-31 $47.74
2024 Q1 ADDED 7,860 +17 +0.2% 0.16% $509K 2024-04-17 $44.91
2023 Q4 ADDED 7,843 +146 +1.9% 0.16% $471K 2024-01-23 $42.95
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding CWGIX

As of 2025 Q4 β€” sorted by position size

Motiv8 Investments LLC 0.14% Westside Investment Management, Inc. 3Y 7Y 0.05% BECK MACK & OLIVER LLC 3Y 7Y 0.03% TOWER BRIDGE ADVISORS 3Y 7Y 0.02%

FAQ About Coston, McIsaac & Partners and CWGIX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coston, McIsaac & Partners reported owning CWGIX?

Coston, McIsaac & Partners reported CWGIX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CWGIX position in Coston, McIsaac & Partners's portfolio?

The largest reported portfolio weight for CWGIX was 0.16% in 2023 Q4.

What is the latest reported CWGIX position on this page?

The most recent filing on this page is 2025 Q4, when Coston, McIsaac & Partners reported 8,514 shares, equal to 0.14% of portfolio, with an estimated market value of $608K.

What does the chart on this CWGIX ownership page compare?

The chart compares Coston, McIsaac & Partners's quarterly CWGIX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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