CPC
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Consolidated Planning Corp’s S&P Global SPGI Stock Holding History

Consolidated Planning Corp’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
Q1 		– Sell
-4,653
Closed -$2.43M – 204
2025
Q4 		$2.43M Sell
4,653
-5,568
-54% -$2.75M 0.25% 97
2025
Q3 		$4.97M Buy
10,221
+301
+3% +$161K 0.52% 62
2025
Q2 		$5.23M Buy
9,920
+297
+3% +$148K 0.66% 50
2025
Q1 		$4.89M Buy
9,623
+2,021
+27% +$1.03M 0.67% 48
2024
Q4 		$3.79M Buy
7,602
+206
+3% +$105K 0.52% 63
2024
Q3 		$3.82M Buy
7,396
+484
+7% +$240K 0.57% 60
2024
Q2 		$3.08M Buy
6,912
+1,243
+22% +$533K 0.51% 61
2024
Q1 		$2.41M Buy
5,669
+618
+12% +$268K 0.41% 72
2023
Q4 		$2.23M Buy
5,051
+310
+7% +$122K 0.41% 62
2023
Q3 		$1.73M Buy
4,741
+127
+3% +$49.9K 0.38% 70
2023
Q2 		$1.85M Buy
4,614
+365
+9% +$133K 0.39% 65
2023
Q1 		$1.46M Sell
4,249
-136
-3% -$47.9K 0.38% 69
2022
Q4 		$1.47M Sell
4,385
-20
-0.5% -$6.59K 0.41% 60
2022
Q3 		$1.34M Sell
4,405
-20
-0.5% -$7.16K 0.42% 57
2022
Q2 		$1.49M Buy
+4,425
New +$1.58M 0.47% 56
2021
Q4 		– Sell
-200
Closed -$85K – 385
2021
Q3 		$85K Buy
+200
New +$86.7K 0.06% 115

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Consolidated Planning Corp's SPGI Position: Q1 2026 in Review

Consolidated Planning Corp sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 4,653 shares — an estimated $2.43M sold.

Consolidated Planning Corp first reported a position in SPGI in Q3 2021 and held it in 16 quarters. The position peaked at $5.23M in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Consolidated Planning Corp reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 4,653 S&P Global shares in Q1 2026, an estimated $2.43M.
  • Consolidated Planning Corp first reported a position in S&P Global in Q3 2021 and held it in 16 quarters.
  • Consolidated Planning Corp's S&P Global position peaked at $5.23M in Q2 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.