Comparable stake leader
Global Atlantic Ltd (Delaware)
SEC ownership of Capital Group KKR Core Plus (plus)
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002040315.
Disclosed value leader
Exor N.V.
Comparable rows
4/11
Latest evidence
30 Jun 2026
- Parsed ownership sources
-
3/4/5, 13D/G, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Global Atlantic Ltd (Delaware)
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
4 of 11
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Global Atlantic Ltd (Delaware)
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0002040315
- Issuer location
- Irvine, CA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Capital Group KKR Core Plus (plus) (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Global Atlantic Ltd (Dela...
Disclosed value leader
Exor N.V.
Comparable rows
4/11
Latest evidence
30 Jun 2026
3/4/5
13D/G
13F
Lead comparable stake: 50%
7 rows are not safely comparable across share classes.
13D/G row: Global Atlantic Ltd (Delaware)
Showing 1-8 of 11 holder rows.
Quick read
Global Atlantic Ltd (Delaware) leads the comparable SEC ownership view at 50%.
4 of 11 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Global Atlantic Ltd (Delaware)'s linked filing trail.
Comparable ownership
Top 4
Global Atlantic Ltd (Delaware)
50%
Exor N.V.
575%
ORBIMED ADVISORS LLC
20%
Strategic Investment Solutions, I...
0%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 11 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Global Atlantic Ltd (Delaware) |
3/4/5
13D/G
10%+ Owner
|
50%
from 13D/G
|
—
7,500,000 shares
|
— | 23 Apr 2025 |
| Exor N.V. |
13F
Company
|
575%
|
$5,001,704,778
182,543,970 shares
|
— | 31 Mar 2026 |
| ORBIMED ADVISORS LLC |
13F
Company
|
20%
|
$22,079,801
6,210,899 shares
|
— | 31 Mar 2026 |
| Strategic Investment Solutions, Inc. /IL |
13F
Company
|
0%
|
$29,157
127 shares
|
— | 31 Mar 2026 |
| CAPITAL RESEARCH & MANAGEMENT CO |
3/4/5
Investment Adviser, 10%+ Owner
|
—
mixed-class rows
|
$75,009,999
7,500,981 shares
mixed-class rows
|
— | 02 Sep 2025 |
| KKR Group Partnership L.P. |
3/4/5
10%+ Owner
|
—
class O/S missing
|
—
7,500,000 shares
|
— | 23 Apr 2025 |
| John R. Queen |
3/4/5
President
|
—
class O/S missing
|
$999,999
99,206 shares
|
— | 17 Jun 2025 |
| Robert G. Caldwell |
3/4/5
Capital Group Portfolio Manager
|
—
class O/S missing
|
$249,999
24,802 shares
|
— | 17 Jun 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 12 Aug 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 24 reporting-owner rows connected to Capital Group KKR Core Plus (plus). Open a relationship link for the CIK-to-CIK filing trail.
Rows
24
Largest Forms 3/4/5 holder
CAPITAL RESEARCH & MANAGEMENT CO
Net 12M change
$0
Latest report
30 Jun 2026
Recent insider transactions for Capital Group KKR Core Plus (plus)
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| William D. /ca/ Jones | Phantom Shares | Award | 99.2% | 142 | 286 | 30 Jun 2026 | Direct | |||
| William D. /ca/ Jones | Phantom Shares | Award | 141 | 141 | 31 Mar 2026 | Direct | ||||
| Capital Research & Management Co | Class A-3 Shares | Award | 981 | 981 | 02 Sep 2025 | Direct |
* marks a reported price that did not pass the local price check.