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Cooke Wealth Management’s S&P Global SPGI Stock Holding History

Cooke Wealth 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 		$977K Buy
2,400
+400
+20% +$169K 0.8% 23
2026
Q1 		$851K Hold
2,000
– – 0.75% 24
2025
Q4 		$1.09M Buy
+2,000
New +$990K 0.95% 22

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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cooke Wealth Management's SPGI Position: Q2 2026 in Review

Cooke Wealth Management increased its S&P Global (SPGI) stake by 20% in Q2 2026, buying an estimated $169K and bringing the position to 2,400 shares worth $977K. The position accounts for 0.8% of the portfolio, ranked #23.

Cooke Wealth Management first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.09M in Q4 2025. 1,002 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Cooke Wealth Management held 2,400 shares of S&P Global worth $977K as of Q2 2026.
  • Cooke Wealth Management bought 400 S&P Global shares in Q2 2026, an estimated $169K.
  • S&P Global made up 0.8% of Cooke Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Cooke Wealth Management first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Cooke Wealth Management's S&P Global position peaked at $1.09M in Q4 2025.
  • 1,002 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Cooke Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.