Comparable stake leader
CAPITAL RESEARCH & MANAGEMENT CO
SEC ownership of Capital Group KKR Multi-Sector (plus)
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002040318.
Disclosed value leader
CAPITAL RESEARCH & MANAGEMENT CO
Comparable rows
0/10
Latest evidence
30 Jun 2026
- Parsed ownership sources
-
3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
CAPITAL RESEARCH & MANAGEMENT CO
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0002040318
- Issuer location
- Irvine, CA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Capital Group KKR Multi-Sector (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
CAPITAL RESEARCH & MANAGE...
Disclosed value leader
CAPITAL RESEARCH & MANAGE...
Comparable rows
0/10
Latest evidence
30 Jun 2026
3/4/5
Highest disclosed value: $75,010,000
10 rows are not safely comparable across share classes.
Showing 1-8 of 10 holder rows.
Quick read
CAPITAL RESEARCH & MANAGEMENT CO has the largest disclosed position value at $75.01M.
0 of 10 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 CAPITAL RESEARCH & MANAGEMENT CO's linked filing trail.
Disclosed position value
Top 5
CAPITAL RESEARCH & MANAGEMENT CO
$75.01M
Robert G. Caldwell
$2.16M
John R. Queen
$251.2K
Xavier Goss
$135K
George Alessandro McInnes Lazzarini
$125K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-8 of 10 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| CAPITAL RESEARCH & MANAGEMENT CO |
3/4/5
Investment Adviser, 10%+ Owner
|
—
mixed-class rows
|
$75,010,000
7,500,973 shares
mixed-class rows
|
— | 02 Sep 2025 |
| Global Atlantic Ltd (Delaware) |
3/4/5
10%+ Owner
|
—
class O/S missing
|
—
7,500,000 shares
|
— | 23 Apr 2025 |
| KKR Group Partnership L.P. |
3/4/5
10%+ Owner
|
—
class O/S missing
|
—
7,500,000 shares
|
— | 23 Apr 2025 |
| Robert G. Caldwell |
3/4/5
President
|
—
class O/S missing
|
$2,157,866
211,291 shares
|
— | 10 Jul 2025 |
| John R. Queen |
3/4/5
Capital Group Portfolio Manager
|
—
class O/S missing
|
$251,229
24,462 shares
|
— | 01 Jul 2025 |
| Xavier Goss |
3/4/5
Capital Group Portfolio Manager
|
—
class O/S missing
|
$134,988
13,208 shares
|
— | 15 Jul 2025 |
| George Alessandro McInnes Lazzarini |
3/4/5
Capital Group Portfolio Manager
|
—
class O/S missing
|
$124,999
12,291 shares
|
— | 17 Jun 2025 |
| Walter Burkley |
3/4/5
Director
|
—
class O/S missing
|
$105,000
10,214 shares
|
— | 11 Dec 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 21 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 Multi-Sector (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 Multi-Sector (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 | 98.9% | 141 | 284 | 30 Jun 2026 | Direct | |||
| William D. /ca/ Jones | Phantom Shares | Award | 140 | 140 | 31 Mar 2026 | Direct | ||||
| Amy Zegart | Class F-3 Shares | Award | 9,874 | 9,874 | 11 Mar 2026 | Direct | ||||
| Walter Burkley | Class F-3 Shares | Award | 10,214 | 10,214 | 11 Dec 2025 | Direct | ||||
| Capital Research & Management Co | Class A-3 Shares | Award | 973 | 973 | 02 Sep 2025 | Direct |
* marks a reported price that did not pass the local price check.