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Carderock Capital Management’s S&P Global SPGI Stock Holding History

Carderock Capital Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.66M Sell
16,357
-6,210
-28% -$2.62M 1.46% 34
2026
Q1 		$9.6M Sell
22,567
-674
-3% -$313K 2.37% 15
2025
Q4 		$12.1M Buy
23,241
+2,963
+15% +$1.47M 2.94% 9
2025
Q3 		$9.87M Buy
20,278
+305
+2% +$163K 2.4% 11
2025
Q2 		$10.5M Buy
19,973
+195
+1% +$97.3K 2.7% 6
2025
Q1 		$10M Buy
19,778
+7
+0% +$3.58K 2.66% 9
2024
Q4 		$9.85M Sell
19,771
-158
-0.8% -$80.2K 2.47% 11
2024
Q3 		$10.3M Buy
19,929
+474
+2% +$235K 2.43% 11
2024
Q2 		$8.68M Buy
19,455
+118
+0.6% +$50.6K 2.27% 14
2024
Q1 		$8.23M Sell
19,337
-2,599
-12% -$1.13M 2.31% 16
2023
Q4 		$9.66M Buy
21,936
+4,490
+26% +$1.77M 2.67% 9
2023
Q3 		$6.37M Sell
17,446
-479
-3% -$188K 2.14% 22
2023
Q2 		$7.19M Buy
17,925
+5,900
+49% +$2.16M 2.23% 16
2023
Q1 		$4.15M Buy
12,025
+1,647
+16% +$580K 1.44% 38
2022
Q4 		$3.48M Buy
10,378
+2,474
+31% +$816K 1.44% 35
2022
Q3 		$2.41M Sell
7,904
-4,868
-38% -$1.74M 1.23% 36
2022
Q2 		$4.3M Sell
12,772
-10
-0.1% -$3.56K 1.8% 25
2022
Q1 		$5.24M Sell
12,782
-2,269
-15% -$924K 1.69% 24
2021
Q4 		$7.1M Buy
15,051
+557
+4% +$255K 1.71% 26
2021
Q3 		$6.16M Buy
14,494
+174
+1% +$75.4K 1.74% 23
2021
Q2 		$5.88M Buy
14,320
+62
+0.4% +$23.8K 1.61% 23
2021
Q1 		$5.03M Buy
14,258
+8,209
+136% +$2.73M 1.5% 33
2020
Q4 		$1.99M Buy
6,049
+387
+7% +$131K 0.6% 51
2020
Q3 		$2.04M Buy
5,662
+580
+11% +$205K 0.69% 49
2020
Q2 		$1.67M Buy
+5,082
New +$1.53M 0.62% 50

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Carderock Capital Management's SPGI Position: Q2 2026 in Review

Carderock Capital Management reduced its S&P Global (SPGI) stake by 28% in Q2 2026, selling an estimated $2.62M and leaving 16,357 shares worth $6.66M. The position accounts for 1.46% of the portfolio, ranked #34.

Carderock Capital Management first reported a position in SPGI in Q2 2020 and has held it in 25 quarters since. The position peaked at $12.1M in Q4 2025. 821 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Carderock Capital Management held 16,357 shares of S&P Global worth $6.66M as of Q2 2026.
  • Carderock Capital Management sold 6,210 S&P Global shares in Q2 2026, an estimated $2.62M.
  • S&P Global made up 1.46% of Carderock Capital Management's portfolio in Q2 2026, its #34 holding.
  • Carderock Capital Management first reported a position in S&P Global in Q2 2020 and has held it in 25 quarters since.
  • Carderock Capital Management's S&P Global position peaked at $12.1M in Q4 2025.
  • 821 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Carderock Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.