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
Q2 		$216K Buy
+531
New +$224K 0.03% 149
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Consolidated Planning Corp's SPGI Position: Q2 2026 in Review

Consolidated Planning Corp opened a new position in S&P Global (SPGI) in Q2 2026: 531 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #149 among its holdings. This is a return to the name: Consolidated Planning Corp previously reported a position in SPGI as recently as Q4 2025.

Consolidated Planning Corp first reported a position in SPGI in Q3 2021 and has held it in 17 quarters since. The position peaked at $5.23M in Q2 2025. 2,024 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Consolidated Planning Corp held 531 shares of S&P Global worth $216K as of Q2 2026.
  • S&P Global was a new Consolidated Planning Corp position in Q2 2026.
  • S&P Global made up 0.03% of Consolidated Planning Corp's portfolio in Q2 2026, its #149 holding.
  • Consolidated Planning Corp first reported a position in S&P Global in Q3 2021 and has held it in 17 quarters since.
  • Consolidated Planning Corp's S&P Global position peaked at $5.23M in Q2 2025.
  • 2,024 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.