Mccarthy Asset Management, Inc. / CGDVUSD
Mccarthy Asset Management, Inc.’s Capital Group Dividend Value Position
Does Mccarthy Asset Management, Inc. own Capital Group Dividend Value (CGDVUSD)? Yes — 264.9K shares worth $12M (+6.04% of its 13F portfolio) as of Q4 2025.
Position Value
$12M
Q4 2025
Shares
264.9K
% of Portfolio
+6.04%
Quarters Held
1
currently held
Position History CGDVUSD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 264.9K | $12M | +6.04% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mccarthy Asset Management, Inc.’s full portfolio or all institutional holders of CGDVUSD.